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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 | $10,324 | $43,496-76.3% | $161,489-93.6% | $64,340-84.0% |
| Participation rate | 18.6% | 53.5%-34.9pp | 78.7%-60.1pp | 55.2%-36.6pp |
| Annual return | 26.37% | 20.76%+5.6pp | 89.72%-63.4pp | 24.14%+2.2pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,323 | $1,996-33.7% | $5,630-76.5% | $2,980-55.6% |
| Admin fee / account holder | $137 | $2,330-94.1% | $16,006-99.1% | $3,703-96.3% |