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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 | $24,139 | $140,592-82.8% | $123,106-80.4% | $125,388-80.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 10.59% | 16.80%-6.2pp | 13.22%-2.6pp | 282.24%-271.6pp |
| Employer contribution / active EE | $233 | $6,041-96.1% | $5,151-95.5% | $4,866-95.2% |
| Participant deferral / active EE | $3,850 | $6,980-44.8% | $6,229-38.2% | $5,352-28.1% |
| Admin fee / account holder | -$2,567 | $11,198-122.9% | $9,015-128.5% | $9,541-126.9% |