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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 | $9,695 | $93,346-89.6% | $71,796-86.5% | $273,972-96.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 13.58% | 130.39%-116.8pp | 78.04%-64.5pp | 41.46%-27.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,936 | $3,475+13.3% | $2,794+40.8% | $5,287-25.6% |
| Admin fee / account holder | $292 | $6,571-95.6% | $4,815-93.9% | $10,133-97.1% |