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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 | $13,682 | $84,236-83.8% | $170,435-92.0% | $70,126-80.5% |
| Participation rate | 48.3% | 70.8%-22.6pp | 83.6%-35.3pp | 69.5%-21.3pp |
| Annual return | 12.92% | 23.06%-10.1pp | 205.94%-193.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $310 | $3,387-90.9% | $5,432-94.3% | $2,343-86.8% |
| Participant deferral / active EE | $1,135 | $3,086-63.2% | $4,939-77.0% | $3,332-65.9% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |