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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 | $15,297 | $106,923-85.7% | $84,023-81.8% | $152,909-90.0% |
| Participation rate | 40.0% | 75.3%-35.3pp | 69.0%-29.0pp | 82.5%-42.5pp |
| Annual return | 25.67% | 105.02%-79.4pp | 71.32%-45.7pp | 345.46%-319.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,898 | $4,013-27.8% | $3,239-10.5% | $5,851-50.5% |
| Admin fee / account holder | $46 | $8,289-99.5% | $6,102-99.3% | $11,601-99.6% |