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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 | $14,033 | $54,541-74.3% | $78,778-82.2% | $70,126-80.0% |
| Participation rate | 22.4% | 60.8%-38.4pp | 69.2%-46.7pp | 69.5%-47.1pp |
| Annual return | 22.50% | 21.07%+1.4pp | 35.62%-13.1pp | 73.15%-50.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,261 | $2,210-42.9% | $2,958-57.4% | $3,332-62.1% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |