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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 | $16,846 | $72,272-76.7% | $101,264-83.4% | $79,858-78.9% |
| Participation rate | 38.2% | 68.5%-30.2pp | 75.8%-37.6pp | 69.6%-31.4pp |
| Annual return | 78.11% | 22.30%+55.8pp | 46.48%+31.6pp | 31.72%+46.4pp |
| Employer contribution / active EE | $435 | $2,692-83.8% | $3,660-88.1% | $2,471-82.4% |
| Participant deferral / active EE | $3,163 | $3,282-3.6% | $4,370-27.6% | $3,740-15.4% |
| Admin fee / account holder | $15 | $4,401-99.7% | $5,947-99.7% | $5,306-99.7% |