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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 | $10,379 | $68,878-84.9% | $120,574-91.4% | $80,935-87.2% |
| Participation rate | 38.3% | 61.7%-23.4pp | 71.9%-33.6pp | 67.7%-29.4pp |
| Annual return | 17.50% | 23.67%-6.2pp | 107.42%-89.9pp | 35.66%-18.2pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,692 | $3,189-15.6% | $4,996-46.1% | $4,299-37.4% |
| Admin fee / account holder | $201 | $5,782-96.5% | $9,445-97.9% | $6,924-97.1% |