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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 | $12,899 | $84,236-84.7% | $170,439-92.4% | $70,124-81.6% |
| Participation rate | 20.7% | 70.8%-50.1pp | 83.6%-62.9pp | 69.5%-48.9pp |
| Annual return | 19.37% | 23.06%-3.7pp | 205.94%-186.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,124 | $3,086-63.6% | $4,939-77.2% | $3,332-66.2% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |