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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,112 | $106,749-90.5% | $145,433-93.0% | $82,448-87.7% |
| Participation rate | 65.8% | 75.6%-9.9pp | 82.1%-16.3pp | 68.1%-2.3pp |
| Annual return | 32.68% | 27.59%+5.1pp | 66.58%-33.9pp | 41.64%-9.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,099 | $6,519-52.5% | $7,897-60.8% | $4,139-25.1% |
| Admin fee / account holder | $268 | $8,390-96.8% | $13,129-98.0% | $7,234-96.3% |