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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 | $10,506 | $115,225-90.9% | $100,712-89.6% | $138,895-92.4% |
| Participation rate | 41.2% | 74.3%-33.2pp | 69.3%-28.1pp | 79.9%-38.7pp |
| Annual return | 17.76% | 40.35%-22.6pp | 33.27%-15.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,364 | $4,699-71.0% | $4,085-66.6% | $6,396-78.7% |
| Admin fee / account holder | $197 | $10,844-98.2% | $9,256-97.9% | $12,562-98.4% |