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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 | $2,052 | $52,306-96.1% | $69,779-97.1% | $62,881-96.7% |
| Participation rate | 68.8% | 67.2%+1.5pp | 71.8%-3.1pp | 69.3%-0.6pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $260 | $1,799-85.5% | $2,338-88.9% | $2,281-88.6% |
| Participant deferral / active EE | $1,196 | $2,395-50.0% | $2,931-59.2% | $3,203-62.6% |
| Admin fee / account holder | $0 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |