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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 | $2,137 | $74,535-97.1% | $100,712-97.9% | $82,637-97.4% |
| Participation rate | 67.5% | 61.2%+6.3pp | 69.3%-1.8pp | 68.1%-0.6pp |
| Annual return | 23.97% | 18.92%+5.0pp | 33.27%-9.3pp | 53.51%-29.5pp |
| Employer contribution / active EE | $1 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,272 | $3,074-58.6% | $4,085-68.9% | $4,126-69.2% |
| Admin fee / account holder | $219 | $6,576-96.7% | $9,256-97.6% | $7,339-97.0% |