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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 | $13,185 | $107,666-87.8% | $102,184-87.1% | $154,746-91.5% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 106.65% | 29.33%+77.3pp | 31.58%+75.1pp | 172.34%-65.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,599 | $8,719-1.4% | $8,309+3.5% | $6,730+27.8% |
| Admin fee / account holder | $18 | $12,943-99.9% | $11,609-99.8% | $14,365-99.9% |