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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 | $2,395 | $57,065-95.8% | $75,670-96.8% | $70,131-96.6% |
| Participation rate | 58.3% | 68.1%-9.8pp | 72.3%-14.0pp | 69.5%-11.2pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $248 | $1,817-86.3% | $2,352-89.5% | $2,342-89.4% |
| Participant deferral / active EE | $1,125 | $2,580-56.4% | $3,142-64.2% | $3,332-66.2% |
| Admin fee / account holder | $20 | $3,825-99.5% | $5,800-99.6% | $4,645-99.6% |