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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 | $11,189 | $84,236-86.7% | $170,439-93.4% | $70,124-84.0% |
| Participation rate | 62.1% | 70.8%-8.8pp | 83.6%-21.5pp | 69.5%-7.5pp |
| Annual return | 29.69% | 23.06%+6.6pp | 205.94%-176.2pp | 73.14%-43.5pp |
| Employer contribution / active EE | $23 | $3,387-99.3% | $5,433-99.6% | $2,342-99.0% |
| Participant deferral / active EE | $2,640 | $3,086-14.4% | $4,939-46.5% | $3,332-20.7% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |