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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 | $5,722 | $77,908-92.7% | $149,696-96.2% | $75,173-92.4% |
| Participation rate | 38.5% | 65.6%-27.1pp | 78.8%-40.3pp | 67.2%-28.7pp |
| Annual return | 24.29% | 31.73%-7.4pp | 134.46%-110.2pp | 160.72%-136.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,157 | $3,411-66.1% | $5,682-79.6% | $4,126-71.9% |
| Admin fee / account holder | $17 | $5,950-99.7% | $13,212-99.9% | $5,651-99.7% |