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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 | $27,149 | $78,423-65.4% | $95,964-71.7% | $79,856-66.0% |
| Participation rate | 35.7% | 73.5%-37.8pp | 77.1%-41.4pp | 69.6%-33.9pp |
| Annual return | 26.28% | 19.37%+6.9pp | 91.64%-65.4pp | 31.71%-5.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,568 | $3,440-54.4% | $4,167-62.4% | $3,741-58.1% |
| Admin fee / account holder | $5 | $5,622-99.9% | $6,797-99.9% | $5,306-99.9% |