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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 | $13,469 | $154,193-91.3% | $130,045-89.6% | $139,466-90.3% |
| Participation rate | 53.8% | 82.0%-28.1pp | 78.5%-24.7pp | 80.3%-26.5pp |
| Annual return | 35.66% | 32.51%+3.2pp | -137.30%+173.0pp | 373.66%-338.0pp |
| Employer contribution / active EE | $686 | $5,292-87.0% | $4,321-84.1% | $4,754-85.6% |
| Participant deferral / active EE | $3,278 | $6,709-51.1% | $5,820-43.7% | $6,712-51.2% |
| Admin fee / account holder | $133 | $13,989-99.1% | $10,600-98.7% | $11,409-98.8% |