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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 | $20,867 | $85,515-75.6% | $112,040-81.4% | $67,986-69.3% |
| Participation rate | 51.9% | 68.2%-16.3pp | 76.5%-24.6pp | 57.2%-5.3pp |
| Annual return | 51.56% | 29.68%+21.9pp | 24.52%+27.0pp | 31.67%+19.9pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,076 | $4,014+51.4% | $5,098+19.2% | $3,358+80.9% |
| Admin fee / account holder | $118 | $3,774-96.9% | $12,098-99.0% | $3,203-96.3% |