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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 | $4,245 | $76,407-94.4% | $150,298-97.2% | $82,448-94.9% |
| Participation rate | 27.3% | 66.4%-39.1pp | 77.8%-50.5pp | 68.1%-40.8pp |
| Annual return | 27.49% | 39.99%-12.5pp | 62.79%-35.3pp | 41.64%-14.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $926 | $3,214-71.2% | $5,453-83.0% | $4,139-77.6% |
| Admin fee / account holder | $68 | $6,352-98.9% | $14,116-99.5% | $7,234-99.1% |