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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 | $15,280 | $99,345-84.6% | $84,753-82.0% | $273,972-94.4% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 90.73% | 22.93%+67.8pp | 22.78%+67.9pp | 41.46%+49.3pp |
| Employer contribution / active EE | $469 | $4,214-88.9% | $3,574-86.9% | $4,869-90.4% |
| Participant deferral / active EE | $2,511 | $4,270-41.2% | $3,712-32.3% | $5,287-52.5% |
| Admin fee / account holder | $261 | $6,645-96.1% | $5,333-95.1% | $10,133-97.4% |