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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 | $20,110 | $85,766-76.6% | $136,297-85.2% | $70,124-71.3% |
| Participation rate | 52.7% | 74.2%-21.4pp | 81.9%-29.2pp | 69.5%-16.8pp |
| Annual return | 37.93% | 31.45%+6.5pp | 5156.19%-5118.3pp | 73.14%-35.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,422 | $5,051-32.3% | $6,247-45.2% | $3,332+2.7% |
| Admin fee / account holder | $231 | $5,420-95.7% | $9,244-97.5% | $4,645-95.0% |