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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 | $12,100 | $53,128-77.2% | $86,582-86.0% | $70,126-82.7% |
| Participation rate | 30.0% | 65.3%-35.3pp | 73.5%-43.5pp | 69.5%-39.5pp |
| Annual return | 14.73% | 27.66%-12.9pp | 965.08%-950.4pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $791 | $2,695-70.6% | $3,609-78.1% | $3,332-76.2% |
| Admin fee / account holder | $300 | $3,584-91.6% | $4,904-93.9% | $4,645-93.5% |