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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 | $13,729 | $65,395-79.0% | $182,558-92.5% | $72,976-81.2% |
| Participation rate | 38.2% | 65.4%-27.2pp | 78.0%-39.7pp | 69.5%-31.3pp |
| Annual return | 23.85% | 27.68%-3.8pp | 148.59%-124.7pp | 81.02%-57.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,670 | $3,563-53.1% | $5,526-69.8% | $3,608-53.7% |
| Admin fee / account holder | $130 | $4,245-96.9% | $8,594-98.5% | $5,124-97.5% |