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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 | $16,541 | $85,766-80.7% | $136,297-87.9% | $70,124-76.4% |
| Participation rate | 38.1% | 74.2%-36.1pp | 81.9%-43.8pp | 69.5%-31.4pp |
| Annual return | 23.55% | 31.45%-7.9pp | 5156.19%-5132.6pp | 73.14%-49.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,436 | $5,051-51.8% | $6,247-61.0% | $3,332-26.9% |
| Admin fee / account holder | $147 | $5,420-97.3% | $9,244-98.4% | $4,645-96.8% |