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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 | $10,529 | $89,652-88.3% | $141,197-92.5% | $65,186-83.8% |
| Participation rate | 51.8% | 74.7%-23.0pp | 82.5%-30.7pp | 70.2%-18.4pp |
| Annual return | 58.66% | 32.79%+25.9pp | 71.41%-12.7pp | 29.39%+29.3pp |
| Employer contribution / active EE | $541 | $3,065-82.4% | $4,736-88.6% | $2,177-75.2% |
| Participant deferral / active EE | $2,971 | $5,691-47.8% | $6,710-55.7% | $3,514-15.4% |
| Admin fee / account holder | $141 | $569-75.3% | $10,265-98.6% | $847-83.4% |