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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 | $8,601 | $90,486-90.5% | $78,676-89.1% | $273,972-96.9% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 27.60% | 75.62%-48.0pp | 62.19%-34.6pp | 41.46%-13.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,303 | $3,901-66.6% | $3,517-62.9% | $5,287-75.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |