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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 | $3,578 | $54,541-93.4% | $78,778-95.5% | $70,126-94.9% |
| Participation rate | 69.0% | 60.8%+8.2pp | 69.2%-0.2pp | 69.5%-0.6pp |
| Annual return | 22.12% | 21.07%+1.0pp | 35.62%-13.5pp | 73.15%-51.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,460 | $2,210-33.9% | $2,958-50.7% | $3,332-56.2% |
| Admin fee / account holder | $85 | $3,709-97.7% | $5,134-98.3% | $4,645-98.2% |