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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 | $20,966 | $81,504-74.3% | $102,437-79.5% | $80,959-74.1% |
| Participation rate | 41.2% | 66.9%-25.7pp | 74.5%-33.3pp | 67.7%-26.5pp |
| Annual return | 23.18% | 25.60%-2.4pp | 24.95%-1.8pp | 35.67%-12.5pp |
| Employer contribution / active EE | $449 | $3,104-85.5% | $3,871-88.4% | $2,757-83.7% |
| Participant deferral / active EE | $2,250 | $3,871-41.9% | $5,060-55.5% | $4,300-47.7% |
| Admin fee / account holder | $89 | $6,719-98.7% | $8,388-98.9% | $6,925-98.7% |