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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 | $12,674 | $100,792-87.4% | $86,691-85.4% | $134,509-90.6% |
| Participation rate | 33.3% | 78.9%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -16.89% | 29.08%-46.0pp | 35.94%-52.8pp | 418.13%-435.0pp |
| Employer contribution / active EE | $734 | $3,491-79.0% | $2,837-74.1% | $4,741-84.5% |
| Participant deferral / active EE | $1,987 | $5,339-62.8% | $4,656-57.3% | $6,400-69.0% |
| Admin fee / account holder | $102 | $10,924-99.1% | $7,492-98.6% | $11,427-99.1% |