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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 | $24,782 | $69,977-64.6% | $108,582-77.2% | $62,881-60.6% |
| Participation rate | 43.5% | 72.9%-29.4pp | 79.6%-36.1pp | 69.3%-25.8pp |
| Annual return | 5.76% | 10.73%-5.0pp | -51.70%+57.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,940 | $3,165-38.7% | $4,311-55.0% | $3,203-39.4% |
| Admin fee / account holder | $10 | $5,076-99.8% | $7,645-99.9% | $4,296-99.8% |