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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 | $18,760 | $227,597-91.8% | $189,575-90.1% | $167,536-88.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 15.83% | 78.44%-62.6pp | 64.19%-48.4pp | 478.82%-463.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,468 | $7,002-50.5% | $6,174-43.8% | $6,342-45.3% |
| Admin fee / account holder | $89 | $11,877-99.3% | $9,806-99.1% | $12,315-99.3% |