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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 | $17,217 | $78,428-78.0% | $95,960-82.1% | $79,852-78.4% |
| Participation rate | 32.1% | 73.5%-41.3pp | 77.1%-44.9pp | 69.6%-37.5pp |
| Annual return | 34.84% | 19.37%+15.5pp | 91.63%-56.8pp | 31.72%+3.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,116 | $3,440-9.4% | $4,167-25.2% | $3,740-16.7% |
| Admin fee / account holder | $61 | $5,622-98.9% | $6,797-99.1% | $5,306-98.9% |