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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 | $5,612 | $43,730-87.2% | $121,220-95.4% | $64,173-91.3% |
| Participation rate | 66.7% | 58.3%+8.3pp | 71.8%-5.1pp | 69.6%-2.9pp |
| Annual return | 0.00% | 68.94%-68.9pp | 16.94%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,697 | $2,281-25.6% | $3,345-49.3% | $3,470-51.1% |
| Admin fee / account holder | $4 | $3,502-99.9% | $5,021-99.9% | $4,887-99.9% |