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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 | $14,330 | $132,634-89.2% | $115,768-87.6% | $137,256-89.6% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.4%-31.5pp | 80.0%-37.1pp |
| Annual return | 18.22% | 160.70%-142.5pp | 100.46%-82.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,213 | $5,619-60.6% | $4,917-55.0% | $6,407-65.5% |
| Admin fee / account holder | $28 | $15,028-99.8% | $12,439-99.8% | $12,270-99.8% |