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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 | $12,733 | $91,198-86.0% | $178,503-92.9% | $79,856-84.1% |
| Participation rate | 62.5% | 69.2%-6.7pp | 81.9%-19.4pp | 69.6%-7.1pp |
| Annual return | 15.43% | 24.20%-8.8pp | 151.12%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,040 | $3,237-67.9% | $5,202-80.0% | $3,741-72.2% |
| Admin fee / account holder | $267 | $6,748-96.0% | $13,987-98.1% | $5,306-95.0% |