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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 | $16,760 | $106,524-84.3% | $152,301-89.0% | $87,485-80.8% |
| Participation rate | 44.8% | 75.8%-30.9pp | 82.4%-37.6pp | 68.9%-24.1pp |
| Annual return | 39.50% | 26.89%+12.6pp | 80.50%-41.0pp | 26.06%+13.4pp |
| Employer contribution / active EE | $504 | $3,371-85.0% | $4,624-89.1% | $2,596-80.6% |
| Participant deferral / active EE | $2,998 | $6,525-54.1% | $8,004-62.5% | $4,274-29.8% |
| Admin fee / account holder | $200 | $8,287-97.6% | $14,398-98.6% | $7,775-97.4% |