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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 | $13,000 | $56,894-77.2% | $84,753-84.7% | $62,881-79.3% |
| Participation rate | 35.4% | 68.5%-33.1pp | 76.6%-41.2pp | 69.3%-33.9pp |
| Annual return | 55.10% | 6.30%+48.8pp | 22.78%+32.3pp | 20.14%+35.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,448 | $2,709-9.6% | $3,712-34.0% | $3,203-23.6% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |