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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 | $7,068 | $45,050-84.3% | $63,018-88.8% | $70,126-89.9% |
| Participation rate | 23.1% | 69.5%-46.4pp | 74.8%-51.7pp | 69.5%-46.5pp |
| Annual return | 52.27% | 18.76%+33.5pp | 87.62%-35.3pp | 73.15%-20.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,361 | $2,466-44.8% | $3,330-59.1% | $3,332-59.2% |
| Admin fee / account holder | $29 | $2,834-99.0% | $3,601-99.2% | $4,645-99.4% |