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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 | $13,322 | $149,741-91.1% | $118,914-88.8% | $158,982-91.6% |
| Participation rate | 54.5% | 82.1%-27.6pp | 75.4%-20.9pp | 82.0%-27.4pp |
| Annual return | 39.47% | 19.94%+19.5pp | 35.89%+3.6pp | 302.99%-263.5pp |
| Employer contribution / active EE | $699 | $4,119-83.0% | $3,264-78.6% | $4,763-85.3% |
| Participant deferral / active EE | $2,963 | $5,226-43.3% | $4,266-30.5% | $5,983-50.5% |
| Admin fee / account holder | $41 | $8,607-99.5% | $6,582-99.4% | $11,252-99.6% |