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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 | $7,105 | $65,361-89.1% | $92,903-92.4% | $72,983-90.3% |
| Participation rate | 37.0% | 68.3%-31.3pp | 76.0%-39.0pp | 69.5%-32.4pp |
| Annual return | 36.72% | 42.11%-5.4pp | 109.43%-72.7pp | 81.01%-44.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,757 | $3,128-43.8% | $4,238-58.5% | $3,608-51.3% |
| Admin fee / account holder | $285 | $4,251-93.3% | $5,795-95.1% | $5,124-94.4% |