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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 | $11,961 | $89,367-86.6% | $141,191-91.5% | $72,975-83.6% |
| Participation rate | 60.9% | 75.1%-14.3pp | 82.5%-21.6pp | 69.5%-8.6pp |
| Annual return | 44.24% | 111.87%-67.6pp | 71.41%-27.2pp | 81.01%-36.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,388 | $5,419-19.0% | $6,710-34.6% | $3,608+21.6% |
| Admin fee / account holder | $38 | $5,957-99.4% | $10,264-99.6% | $5,124-99.3% |