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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 | $11,537 | $85,766-86.5% | $136,298-91.5% | $70,126-83.5% |
| Participation rate | 29.7% | 74.2%-44.4pp | 81.9%-52.2pp | 69.5%-39.8pp |
| Annual return | 46.20% | 31.46%+14.7pp | 5156.27%-5110.1pp | 73.15%-27.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,453 | $5,051-51.4% | $6,247-60.7% | $3,332-26.4% |
| Admin fee / account holder | $47 | $5,421-99.1% | $9,244-99.5% | $4,645-99.0% |