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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 | $12,930 | $98,766-86.9% | $149,730-91.4% | $79,852-83.8% |
| Participation rate | 66.0% | 75.8%-9.8pp | 82.5%-16.5pp | 69.6%-3.6pp |
| Annual return | 13.18% | 27.43%-14.2pp | 276.70%-263.5pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,499 | $5,681-56.0% | $6,843-63.5% | $3,740-33.2% |
| Admin fee / account holder | $73 | $6,052-98.8% | $9,310-99.2% | $5,306-98.6% |