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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 | $14,613 | $75,183-80.6% | $123,894-88.2% | $55,167-73.5% |
| Participation rate | 62.9% | 72.8%-9.9pp | 81.4%-18.5pp | 69.0%-6.1pp |
| Annual return | 126.79% | 19.01%+107.8pp | 47.52%+79.3pp | 169.23%-42.4pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,379 | $5,084-33.5% | $5,984-43.5% | $3,054+10.6% |
| Admin fee / account holder | $208 | $663-68.6% | $8,357-97.5% | $504-58.8% |