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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 | $17,962 | $124,346-85.6% | $111,308-83.9% | $167,536-89.3% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 17.13% | 37.45%-20.3pp | 54.67%-37.5pp | 478.82%-461.7pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,469 | $5,182-52.3% | $4,487-45.0% | $6,342-61.1% |
| Admin fee / account holder | $76 | $10,621-99.3% | $7,965-99.0% | $12,315-99.4% |