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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 | $16,595 | $68,880-75.9% | $120,580-86.2% | $80,959-79.5% |
| Participation rate | 51.2% | 61.7%-10.5pp | 72.0%-20.8pp | 67.7%-16.5pp |
| Annual return | 59.83% | 23.68%+36.2pp | 107.48%-47.6pp | 35.67%+24.2pp |
| Employer contribution / active EE | $459 | $2,066-77.8% | $3,469-86.8% | $2,757-83.3% |
| Participant deferral / active EE | $2,313 | $3,191-27.5% | $4,995-53.7% | $4,300-46.2% |
| Admin fee / account holder | $42 | $5,785-99.3% | $9,418-99.6% | $6,925-99.4% |