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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 | $15,013 | $124,346-87.9% | $111,306-86.5% | $167,553-91.0% |
| Participation rate | 52.9% | 79.6%-26.7pp | 77.3%-24.4pp | 82.1%-29.2pp |
| Annual return | 17.42% | 37.46%-20.0pp | 54.67%-37.2pp | 478.89%-461.5pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,708 | $5,182-67.0% | $4,488-61.9% | $6,343-73.1% |
| Admin fee / account holder | $290 | $10,623-97.3% | $7,966-96.4% | $12,316-97.6% |