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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 | $21,438 | $57,763-62.9% | $112,228-80.9% | $71,529-70.0% |
| Participation rate | 3.2% | 58.9%-55.8pp | 72.4%-69.3pp | 67.9%-64.8pp |
| Annual return | 16.98% | 18.26%-1.3pp | 30.23%-13.3pp | 28.97%-12.0pp |
| Employer contribution / active EE | $51 | $1,916-97.3% | $3,432-98.5% | $2,590-98.0% |
| Participant deferral / active EE | $0 | $2,865-100.0% | $4,800-100.0% | $4,291-100.0% |
| Admin fee / account holder | $20 | $1,563-98.7% | $7,752-99.7% | $1,588-98.7% |