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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 | $15,745 | $88,672-82.2% | $105,223-85.0% | $82,448-80.9% |
| Participation rate | 32.1% | 67.9%-35.8pp | 75.0%-42.9pp | 68.1%-35.9pp |
| Annual return | 19.21% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,062 | $4,036-48.9% | $5,072-59.3% | $4,139-50.2% |
| Admin fee / account holder | $97 | $7,146-98.6% | $8,859-98.9% | $7,234-98.7% |