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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 | $16,246 | $78,670-79.3% | $109,173-85.1% | $85,847-81.1% |
| Participation rate | 52.4% | 68.3%-15.9pp | 75.9%-23.5pp | 69.3%-16.9pp |
| Annual return | 17.16% | 25.09%-7.9pp | 25.75%-8.6pp | 318.61%-301.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,940 | $3,467-15.2% | $4,654-36.8% | $3,952-25.6% |
| Admin fee / account holder | $276 | $5,469-95.0% | $6,755-95.9% | $6,261-95.6% |