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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 | $16,741 | $103,392-83.8% | $87,104-80.8% | $152,897-89.1% |
| Participation rate | 17.4% | 79.4%-62.0pp | 76.9%-59.5pp | 82.5%-65.1pp |
| Annual return | 25.85% | 28.10%-2.3pp | 28.19%-2.3pp | 345.43%-319.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,662 | $4,778-65.2% | $4,048-59.0% | $5,851-71.6% |
| Admin fee / account holder | $211 | $12,194-98.3% | $7,491-97.2% | $11,599-98.2% |