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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 | $11,539 | $60,139-80.8% | $90,461-87.2% | $79,856-85.6% |
| Participation rate | 57.7% | 65.0%-7.3pp | 72.7%-15.0pp | 69.6%-11.9pp |
| Annual return | 25.81% | 71.96%-46.1pp | 1294.76%-1269.0pp | 31.71%-5.9pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,137 | $2,939-61.3% | $3,964-71.3% | $3,741-69.6% |
| Admin fee / account holder | $249 | $3,978-93.7% | $5,617-95.6% | $5,306-95.3% |