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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 | $13,207 | $93,346-85.9% | $71,796-81.6% | $273,972-95.2% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.1%-44.1pp | 83.0%-58.0pp |
| Annual return | 9.99% | 130.39%-120.4pp | 78.04%-68.0pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,263 | $3,475-63.6% | $2,794-54.8% | $5,287-76.1% |
| Admin fee / account holder | $163 | $6,571-97.5% | $4,815-96.6% | $10,133-98.4% |