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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 | $10,691 | $89,652-88.1% | $141,191-92.4% | $65,185-83.6% |
| Participation rate | 34.2% | 74.7%-40.5pp | 82.5%-48.3pp | 70.2%-36.0pp |
| Annual return | 108.85% | 32.79%+76.1pp | 71.41%+37.4pp | 29.38%+79.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,673 | $5,691-53.0% | $6,710-60.2% | $3,514-23.9% |
| Admin fee / account holder | $68 | $569-88.0% | $10,264-99.3% | $847-92.0% |