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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 | $3,278 | $58,493-94.4% | $84,023-96.1% | $72,976-95.5% |
| Participation rate | 67.4% | 61.2%+6.2pp | 69.0%-1.6pp | 69.5%-2.1pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,000 | $2,394-16.5% | $3,239-38.3% | $3,608-44.6% |
| Admin fee / account holder | $182 | $4,569-96.0% | $6,102-97.0% | $5,124-96.5% |