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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 | $4,372 | $73,988-94.1% | $96,538-95.5% | $75,177-94.2% |
| Participation rate | 64.0% | 66.4%-2.4pp | 74.3%-10.3pp | 67.2%-3.2pp |
| Annual return | 49.06% | 26.73%+22.3pp | 35.74%+13.3pp | 160.75%-111.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,036 | $3,660-44.4% | $4,880-58.3% | $4,126-50.7% |
| Admin fee / account holder | $294 | $5,220-94.4% | $6,737-95.6% | $5,651-94.8% |