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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 | $2,377 | $35,183-93.2% | $73,550-96.8% | $70,126-96.6% |
| Participation rate | 20.7% | 42.9%-22.2pp | 54.9%-34.2pp | 69.5%-48.9pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $63 | $709-91.1% | $1,219-94.8% | $2,343-97.3% |
| Participant deferral / active EE | $425 | $1,220-65.1% | $1,804-76.4% | $3,332-87.2% |
| Admin fee / account holder | $1 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |