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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 | $13,094 | $88,707-85.2% | $74,184-82.3% | $273,972-95.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 2.91% | 11.94%-9.0pp | 17.74%-14.8pp | 41.46%-38.5pp |
| Employer contribution / active EE | $180 | $3,159-94.3% | $2,370-92.4% | $4,869-96.3% |
| Participant deferral / active EE | $1,234 | $4,212-70.7% | $3,550-65.2% | $5,287-76.7% |
| Admin fee / account holder | $38 | $8,717-99.6% | $5,586-99.3% | $10,133-99.6% |