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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 | $12,550 | $57,828-78.3% | $117,039-89.3% | $70,126-82.1% |
| Participation rate | 19.4% | 67.1%-47.8pp | 77.2%-57.8pp | 69.5%-50.2pp |
| Annual return | 0.00% | 17.55%-17.6pp | 18.95%-18.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $395 | $1,816-78.2% | $3,785-89.6% | $2,343-83.1% |
| Participant deferral / active EE | $1,544 | $2,438-36.7% | $3,929-60.7% | $3,332-53.7% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |