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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 | $23,178 | $98,766-76.5% | $149,730-84.5% | $79,852-71.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 18.57% | 27.43%-8.9pp | 276.70%-258.1pp | 31.72%-13.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,182 | $5,681-44.0% | $6,843-53.5% | $3,740-14.9% |
| Admin fee / account holder | $224 | $6,052-96.3% | $9,310-97.6% | $5,306-95.8% |