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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 | $13,682 | $85,171-83.9% | $172,752-92.1% | $72,975-81.3% |
| Participation rate | 25.6% | 70.1%-44.4pp | 82.6%-57.0pp | 69.5%-43.8pp |
| Annual return | 24.51% | 27.32%-2.8pp | 802.97%-778.5pp | 81.01%-56.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,214 | $3,260-62.8% | $5,198-76.6% | $3,608-66.4% |
| Admin fee / account holder | $18 | $5,880-99.7% | $13,955-99.9% | $5,124-99.6% |