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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 | $4,657 | $46,877-90.1% | $122,354-96.2% | $70,126-93.4% |
| Participation rate | 45.7% | 58.2%-12.5pp | 71.6%-25.9pp | 69.5%-23.8pp |
| Annual return | 19.05% | 24.22%-5.2pp | 30.28%-11.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,171 | $2,167-46.0% | $3,287-64.4% | $3,332-64.8% |
| Admin fee / account holder | $221 | $3,324-93.3% | $5,479-96.0% | $4,645-95.2% |