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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 | $16,433 | $63,346-74.1% | $92,240-82.2% | $70,126-76.6% |
| Participation rate | 58.3% | 68.7%-10.3pp | 76.5%-18.1pp | 69.5%-11.2pp |
| Annual return | 13.07% | 530.19%-517.1pp | 176.29%-163.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,570 | $2,854-45.0% | $3,897-59.7% | $3,332-52.9% |
| Admin fee / account holder | $263 | $3,841-93.2% | $5,194-94.9% | $4,645-94.3% |