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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 | $10,759 | $42,909-74.9% | $152,093-92.9% | $71,012-84.8% |
| Participation rate | 14.5% | 54.7%-40.2pp | 77.8%-63.3pp | 58.6%-44.1pp |
| Annual return | 50.91% | 30.57%+20.3pp | 66.36%-15.5pp | 37.67%+13.2pp |
| Employer contribution / active EE | $186 | $1,369-86.4% | $4,175-95.6% | $2,348-92.1% |
| Participant deferral / active EE | $582 | $1,904-69.4% | $5,451-89.3% | $3,246-82.1% |
| Admin fee / account holder | $273 | $1,014-73.1% | $14,497-98.1% | $1,167-76.6% |