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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 | $5,875 | $48,364-87.9% | $71,796-91.8% | $62,881-90.7% |
| Participation rate | 55.2% | 60.6%-5.5pp | 69.1%-13.9pp | 69.3%-14.1pp |
| Annual return | 5.35% | 13.16%-7.8pp | 78.04%-72.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,359 | $2,091+12.8% | $2,794-15.6% | $3,203-26.3% |
| Admin fee / account holder | $137 | $3,771-96.4% | $4,815-97.2% | $4,296-96.8% |