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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 | $11,174 | $76,551-85.4% | $123,894-91.0% | $62,881-82.2% |
| Participation rate | 36.0% | 73.0%-37.0pp | 81.4%-45.4pp | 69.3%-33.3pp |
| Annual return | 67.50% | 18.68%+48.8pp | 47.52%+20.0pp | 20.14%+47.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,425 | $4,840-49.9% | $5,984-59.5% | $3,203-24.3% |
| Admin fee / account holder | $31 | $4,826-99.4% | $8,357-99.6% | $4,296-99.3% |