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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 | $14,376 | $106,918-86.6% | $84,021-82.9% | $152,897-90.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 28.62% | 105.01%-76.4pp | 71.32%-42.7pp | 345.43%-316.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,456 | $4,012-63.7% | $3,239-55.1% | $5,851-75.1% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |