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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 | $46,688-77.9% | $189,758-94.6% | $69,733-85.2% |
| Participation rate | 18.6% | 61.7%-43.1pp | 79.8%-61.2pp | 62.5%-43.8pp |
| Annual return | 26.37% | 14.35%+12.0pp | 52.62%-26.3pp | 15.22%+11.1pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,323 | $2,143-38.2% | $5,856-77.4% | $3,054-56.7% |
| Admin fee / account holder | $137 | $1,700-91.9% | $20,388-99.3% | $3,102-95.6% |