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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 | $13,363 | $71,353-81.3% | $92,805-85.6% | $86,983-84.6% |
| Participation rate | 60.5% | 80.9%-20.4pp | 83.5%-23.0pp | 69.5%-9.0pp |
| Annual return | 691.90% | 44.68%+647.2pp | 31.59%+660.3pp | 25.83%+666.1pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,727 | $6,966-46.5% | $8,448-55.9% | $4,194-11.1% |
| Admin fee / account holder | $61 | $6,099-99.0% | $10,911-99.4% | $7,856-99.2% |