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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 | $6,916 | $72,269-90.4% | $101,271-93.2% | $79,852-91.3% |
| Participation rate | 34.1% | 68.5%-34.4pp | 75.8%-41.7pp | 69.6%-35.5pp |
| Annual return | 41.86% | 22.29%+19.6pp | 46.48%-4.6pp | 31.72%+10.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,436 | $3,282-56.2% | $4,371-67.2% | $3,740-61.6% |
| Admin fee / account holder | $16 | $4,401-99.6% | $5,948-99.7% | $5,306-99.7% |