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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 | $13,028 | $97,550-86.6% | $120,344-89.2% | $87,485-85.1% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.7%-25.2pp | 68.9%-17.4pp |
| Annual return | 35.17% | 18.41%+16.8pp | 20.30%+14.9pp | 26.06%+9.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,943 | $4,230-6.8% | $5,135-23.2% | $4,274-7.7% |
| Admin fee / account holder | $67 | $9,543-99.3% | $12,742-99.5% | $7,775-99.1% |