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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 | $4,764 | $41,377-88.5% | $109,313-95.6% | $62,881-92.4% |
| Participation rate | 20.6% | 57.5%-37.0pp | 71.3%-50.7pp | 69.3%-48.7pp |
| Annual return | 88.19% | 11.05%+77.1pp | 22.07%+66.1pp | 20.14%+68.0pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $913 | $2,045-55.4% | $3,166-71.2% | $3,203-71.5% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |