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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 | $9,253 | $58,099-84.1% | $76,902-88.0% | $75,177-87.7% |
| Participation rate | 66.2% | 63.9%+2.3pp | 69.6%-3.4pp | 67.2%-1.0pp |
| Annual return | 19.43% | 26.71%-7.3pp | 37.91%-18.5pp | 160.75%-141.3pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,913 | $2,999-36.2% | $3,833-50.1% | $4,126-53.6% |
| Admin fee / account holder | $86 | $4,778-98.2% | $5,479-98.4% | $5,651-98.5% |