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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 | $11,462 | $154,209-92.6% | $130,062-91.2% | $139,487-91.8% |
| Participation rate | 52.9% | 82.0%-29.0pp | 78.5%-25.6pp | 80.3%-27.4pp |
| Annual return | 23.03% | 32.52%-9.5pp | -137.37%+160.4pp | 373.84%-350.8pp |
| Employer contribution / active EE | $530 | $5,292-90.0% | $4,322-87.7% | $4,755-88.8% |
| Participant deferral / active EE | $2,238 | $6,709-66.6% | $5,821-61.6% | $6,713-66.7% |
| Admin fee / account holder | $172 | $13,988-98.8% | $10,601-98.4% | $11,407-98.5% |