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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 | $37,011 | $43,325-14.6% | $75,924-51.3% | $198,586-81.4% |
| Participation rate | 3.1% | 61.8%-58.7pp | 52.9%-49.8pp | 13.5%-10.4pp |
| Annual return | 27.24% | 8.70%+18.5pp | 6.78%+20.5pp | 9.29%+17.9pp |
| Employer contribution / active EE | $0 | $9,971-100.0% | $28,542-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $239 | $861-72.2% | $763-68.7% | $67+255.7% |
| Admin fee / account holder | $0 | $2,269-100.0% | $1,754-100.0% | $2,037-100.0% |