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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 | $10,112 | $106,524-90.5% | $152,301-93.4% | $87,485-88.4% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.4%-16.7pp | 68.9%-3.1pp |
| Annual return | 32.68% | 26.89%+5.8pp | 80.50%-47.8pp | 26.06%+6.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,099 | $6,525-52.5% | $8,004-61.3% | $4,274-27.5% |
| Admin fee / account holder | $268 | $8,287-96.8% | $14,398-98.1% | $7,775-96.6% |