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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 | $12,290 | $48,078-74.4% | $78,676-84.4% | $62,881-80.5% |
| Participation rate | 16.1% | 65.2%-49.1pp | 73.6%-57.4pp | 69.3%-53.2pp |
| Annual return | 7.15% | 31.36%-24.2pp | 62.19%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,091 | $2,587-57.8% | $3,517-69.0% | $3,203-65.9% |
| Admin fee / account holder | $74 | $3,206-97.7% | $4,510-98.4% | $4,296-98.3% |