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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 | $9,038 | $58,099-84.4% | $76,872-88.2% | $75,173-88.0% |
| Participation rate | 24.1% | 63.9%-39.8pp | 69.6%-45.5pp | 67.2%-43.1pp |
| Annual return | 15.70% | 26.71%-11.0pp | 37.90%-22.2pp | 160.72%-145.0pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,053 | $2,999-64.9% | $3,832-72.5% | $4,126-74.5% |
| Admin fee / account holder | $142 | $4,778-97.0% | $5,476-97.4% | $5,651-97.5% |