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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 | $14,129 | $99,994-85.9% | $146,647-90.4% | $85,851-83.5% |
| Participation rate | 26.9% | 73.1%-46.1pp | 80.1%-53.2pp | 69.3%-42.4pp |
| Annual return | 39.21% | 18.93%+20.3pp | 22.75%+16.5pp | 318.63%-279.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,864 | $4,006-53.5% | $5,506-66.1% | $3,952-52.8% |
| Admin fee / account holder | $206 | $7,703-97.3% | $10,281-98.0% | $6,261-96.7% |