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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 | $8,385 | $43,075-80.5% | $74,577-88.8% | $62,881-86.7% |
| Participation rate | 33.3% | 58.1%-24.7pp | 68.1%-34.8pp | 69.3%-36.0pp |
| Annual return | 6.88% | 17.50%-10.6pp | 20.47%-13.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,595 | $2,389-33.3% | $3,458-53.9% | $3,203-50.2% |
| Admin fee / account holder | $108 | $2,840-96.2% | $4,138-97.4% | $4,296-97.5% |