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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 | $4,166 | $43,075-90.3% | $74,577-94.4% | $62,881-93.4% |
| Participation rate | 23.4% | 58.1%-34.6pp | 68.1%-44.7pp | 69.3%-45.9pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $145 | $1,498-90.3% | $2,525-94.3% | $2,281-93.6% |
| Participant deferral / active EE | $811 | $2,389-66.1% | $3,458-76.6% | $3,203-74.7% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |