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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 | $6,437 | $65,712-90.2% | $57,196-88.7% | $273,972-97.7% |
| Participation rate | 55.6% | 78.3%-22.8pp | 75.3%-19.8pp | 83.0%-27.5pp |
| Annual return | 2.94% | 22.01%-19.1pp | 14.59%-11.7pp | 41.46%-38.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,281 | $3,782-66.1% | $3,096-58.6% | $5,287-75.8% |
| Admin fee / account holder | $91 | $4,838-98.1% | $3,141-97.1% | $10,133-99.1% |