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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 | $23,806 | $152,612-84.4% | $125,192-81.0% | $152,897-84.4% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 31.89% | 54.85%-23.0pp | 43.79%-11.9pp | 345.43%-313.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,735 | $5,868-2.3% | $4,937+16.2% | $5,851-2.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |