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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 | $15,995 | $102,429-84.4% | $147,096-89.1% | $80,925-80.2% |
| Participation rate | 67.9% | 75.9%-8.0pp | 82.2%-14.3pp | 67.7%+0.2pp |
| Annual return | 20.48% | 135.02%-114.5pp | 419.75%-399.3pp | 35.65%-15.2pp |
| Employer contribution / active EE | $32 | $3,716-99.1% | $4,936-99.3% | $2,756-98.8% |
| Participant deferral / active EE | $4,494 | $6,649-32.4% | $8,071-44.3% | $4,299+4.6% |
| Admin fee / account holder | $196 | $7,957-97.5% | $13,005-98.5% | $6,940-97.2% |