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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 | $12,291 | $153,311-92.0% | $109,313-88.8% | $273,972-95.5% |
| Participation rate | 60.0% | 80.1%-20.1pp | 71.3%-11.3pp | 83.0%-23.0pp |
| Annual return | 10.11% | 29.86%-19.7pp | 22.07%-12.0pp | 41.46%-31.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,408 | $3,932-64.2% | $3,166-55.5% | $5,287-73.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |