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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 | $17,611 | $93,346-81.1% | $71,796-75.5% | $273,972-93.6% |
| Participation rate | 38.9% | 76.5%-37.6pp | 69.1%-30.2pp | 83.0%-44.1pp |
| Annual return | 5.75% | 130.39%-124.6pp | 78.04%-72.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,145 | $3,475-67.0% | $2,794-59.0% | $5,287-78.3% |
| Admin fee / account holder | $248 | $6,571-96.2% | $4,815-94.8% | $10,133-97.5% |