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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 | $7,615 | $48,078-84.2% | $78,676-90.3% | $62,881-87.9% |
| Participation rate | 36.7% | 65.2%-28.5pp | 73.6%-36.9pp | 69.3%-32.6pp |
| Annual return | 7.31% | 31.36%-24.0pp | 62.19%-54.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $754 | $2,587-70.9% | $3,517-78.6% | $3,203-76.5% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |