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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 | $18,648 | $152,612-87.8% | $125,192-85.1% | $152,897-87.8% |
| Participation rate | 36.4% | 83.3%-47.0pp | 79.8%-43.4pp | 82.5%-46.1pp |
| Annual return | 27.20% | 54.85%-27.6pp | 43.79%-16.6pp | 345.43%-318.2pp |
| Employer contribution / active EE | $590 | $4,947-88.1% | $3,866-84.7% | $4,764-87.6% |
| Participant deferral / active EE | $3,485 | $5,868-40.6% | $4,937-29.4% | $5,851-40.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |