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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 | $19,104 | $142,430-86.6% | $115,170-83.4% | $152,897-87.5% |
| Participation rate | 52.2% | 82.4%-30.2pp | 75.9%-23.7pp | 82.5%-30.3pp |
| Annual return | 63.89% | 41.48%+22.4pp | 35.60%+28.3pp | 345.43%-281.5pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,543 | $5,165-12.0% | $4,169+9.0% | $5,851-22.4% |
| Admin fee / account holder | $248 | $8,464-97.1% | $7,089-96.5% | $11,599-97.9% |