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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 | $14,619 | $135,956-89.2% | $123,894-88.2% | $273,972-94.7% |
| Participation rate | 40.9% | 84.1%-43.2pp | 81.4%-40.5pp | 83.0%-42.1pp |
| Annual return | 71.59% | 56.63%+15.0pp | 47.52%+24.1pp | 41.46%+30.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,103 | $6,343-51.1% | $5,984-48.1% | $5,287-41.3% |
| Admin fee / account holder | $40 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |