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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 | $5,182 | $49,025-89.4% | $87,502-94.1% | $62,881-91.8% |
| Participation rate | 27.6% | 64.9%-37.3pp | 73.8%-46.3pp | 69.3%-41.7pp |
| Annual return | 0.00% | 10.02%-10.0pp | 12.21%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $211 | $1,372-84.6% | $2,550-91.7% | $2,281-90.8% |
| Participant deferral / active EE | $1,390 | $2,289-39.3% | $3,149-55.9% | $3,203-56.6% |
| Admin fee / account holder | $1 | $4,065-100.0% | $4,221-100.0% | $4,296-100.0% |