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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 | $12,244 | $91,198-86.6% | $178,503-93.1% | $79,856-84.7% |
| Participation rate | 44.4% | 69.2%-24.8pp | 81.9%-37.5pp | 69.6%-25.2pp |
| Annual return | 22.06% | 24.20%-2.1pp | 151.12%-129.1pp | 31.71%-9.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,180 | $3,237-32.7% | $5,202-58.1% | $3,741-41.7% |
| Admin fee / account holder | $127 | $6,748-98.1% | $13,987-99.1% | $5,306-97.6% |