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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 | $17,319 | $83,485-79.3% | $125,192-86.2% | $72,975-76.3% |
| Participation rate | 32.0% | 73.3%-41.3pp | 79.8%-47.8pp | 69.5%-37.5pp |
| Annual return | 31.57% | 25.77%+5.8pp | 43.79%-12.2pp | 81.01%-49.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,575 | $3,586-28.2% | $4,937-47.8% | $3,608-28.6% |
| Admin fee / account holder | $116 | $5,518-97.9% | $9,704-98.8% | $5,124-97.7% |