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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 | $8,830 | $93,346-90.5% | $71,796-87.7% | $273,972-96.8% |
| Participation rate | 39.1% | 76.5%-37.4pp | 69.1%-30.0pp | 83.0%-43.9pp |
| Annual return | 8.96% | 130.39%-121.4pp | 78.04%-69.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,503 | $3,475-56.7% | $2,794-46.2% | $5,287-71.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |