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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 | $13,424 | $102,429-86.9% | $147,096-90.9% | $80,925-83.4% |
| Participation rate | 59.0% | 75.9%-16.9pp | 82.2%-23.2pp | 67.7%-8.7pp |
| Annual return | 17.86% | 135.02%-117.2pp | 419.75%-401.9pp | 35.65%-17.8pp |
| Employer contribution / active EE | $810 | $3,716-78.2% | $4,936-83.6% | $2,756-70.6% |
| Participant deferral / active EE | $2,745 | $6,649-58.7% | $8,071-66.0% | $4,299-36.1% |
| Admin fee / account holder | $74 | $7,957-99.1% | $13,005-99.4% | $6,940-98.9% |