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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 | $18,537 | $63,346-70.7% | $92,240-79.9% | $70,126-73.6% |
| Participation rate | 17.6% | 68.7%-51.1pp | 76.5%-58.9pp | 69.5%-52.0pp |
| Annual return | 17.04% | 530.19%-513.2pp | 176.29%-159.3pp | 73.15%-56.1pp |
| Employer contribution / active EE | $344 | $2,471-86.1% | $3,680-90.6% | $2,343-85.3% |
| Participant deferral / active EE | $1,205 | $2,854-57.8% | $3,897-69.1% | $3,332-63.8% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |