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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 | $11,959 | $123,155-90.3% | $108,753-89.0% | $155,188-92.3% |
| Participation rate | 62.5% | 75.6%-13.1pp | 71.1%-8.6pp | 80.8%-18.3pp |
| Annual return | 21.80% | 44.73%-22.9pp | 37.47%-15.7pp | 148.84%-127.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,592 | $4,623-43.9% | $4,115-37.0% | $6,531-60.3% |
| Admin fee / account holder | $5 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |