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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 | $16,338 | $115,814-85.9% | $101,275-83.9% | $158,982-89.7% |
| Participation rate | 61.1% | 79.4%-18.3pp | 75.8%-14.7pp | 82.0%-20.9pp |
| Annual return | 38.90% | 56.16%-17.3pp | 46.48%-7.6pp | 302.99%-264.1pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,412 | $4,958+29.3% | $4,371+46.7% | $5,983+7.2% |
| Admin fee / account holder | $206 | $7,249-97.2% | $5,948-96.5% | $11,252-98.2% |