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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 | $13,896 | $43,730-68.2% | $121,220-88.5% | $64,173-78.3% |
| Participation rate | 22.4% | 58.3%-35.9pp | 71.8%-49.3pp | 69.6%-47.2pp |
| Annual return | 12.26% | 68.94%-56.7pp | 16.94%-4.7pp | 7.63%+4.6pp |
| Employer contribution / active EE | $115 | $1,297-91.1% | $4,023-97.1% | $2,381-95.2% |
| Participant deferral / active EE | $958 | $2,281-58.0% | $3,345-71.3% | $3,470-72.4% |
| Admin fee / account holder | $40 | $3,502-98.9% | $5,021-99.2% | $4,887-99.2% |