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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 | $10,717 | $85,171-87.4% | $172,752-93.8% | $72,975-85.3% |
| Participation rate | 19.8% | 70.1%-50.3pp | 82.6%-62.9pp | 69.5%-49.7pp |
| Annual return | 30.52% | 27.32%+3.2pp | 802.97%-772.5pp | 81.01%-50.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,297 | $3,260-60.2% | $5,198-75.1% | $3,608-64.1% |
| Admin fee / account holder | $288 | $5,880-95.1% | $13,955-97.9% | $5,124-94.4% |