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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 | $13,712 | $80,985-83.1% | $96,576-85.8% | $75,181-81.8% |
| Participation rate | 27.3% | 71.8%-44.5pp | 76.0%-48.7pp | 67.2%-39.9pp |
| Annual return | 56.55% | 27.05%+29.5pp | 25.87%+30.7pp | 160.69%-104.1pp |
| Employer contribution / active EE | $504 | $2,282-77.9% | $2,965-83.0% | $2,671-81.1% |
| Participant deferral / active EE | $2,334 | $3,929-40.6% | $4,851-51.9% | $4,126-43.4% |
| Admin fee / account holder | $70 | $6,719-99.0% | $8,253-99.2% | $5,650-98.8% |