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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 | $26,555 | $101,795-73.9% | $165,100-83.9% | $80,959-67.2% |
| Participation rate | 43.3% | 71.8%-28.5pp | 78.6%-35.3pp | 67.7%-24.3pp |
| Annual return | 12.49% | 16.73%-4.2pp | 70.21%-57.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,039 | $4,476-54.4% | $6,035-66.2% | $4,300-52.6% |
| Admin fee / account holder | $131 | $8,221-98.4% | $12,696-99.0% | $6,925-98.1% |