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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 | $10,832 | $93,589-88.4% | $135,942-92.0% | $75,181-85.6% |
| Participation rate | 38.9% | 75.2%-36.3pp | 81.9%-43.0pp | 67.2%-28.3pp |
| Annual return | 39.21% | 30.90%+8.3pp | 68.28%-29.1pp | 160.69%-121.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,615 | $6,405-59.2% | $7,759-66.3% | $4,126-36.6% |
| Admin fee / account holder | $104 | $6,977-98.5% | $10,764-99.0% | $5,650-98.2% |