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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 | $12,262 | $63,346-80.6% | $92,240-86.7% | $70,126-82.5% |
| Participation rate | 42.3% | 68.7%-26.4pp | 76.5%-34.2pp | 69.5%-27.2pp |
| Annual return | 16.01% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,457 | $2,854-48.9% | $3,897-62.6% | $3,332-56.3% |
| Admin fee / account holder | $71 | $3,841-98.1% | $5,194-98.6% | $4,645-98.5% |