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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 | $12,768 | $56,054-77.2% | $171,082-92.5% | $62,891-79.7% |
| Participation rate | 59.0% | 62.9%-3.9pp | 76.7%-17.7pp | 69.3%-10.3pp |
| Annual return | 87.70% | 22.52%+65.2pp | 32.56%+55.1pp | 20.14%+67.6pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,111 | $3,158-64.8% | $4,797-76.8% | $3,203-65.3% |
| Admin fee / account holder | $72 | $3,647-98.0% | $8,520-99.1% | $4,296-98.3% |