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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 | $19,471 | $93,346-79.1% | $71,796-72.9% | $273,972-92.9% |
| Participation rate | 45.5% | 76.5%-31.1pp | 69.1%-23.7pp | 83.0%-37.6pp |
| Annual return | 7.46% | 130.39%-122.9pp | 78.04%-70.6pp | 41.46%-34.0pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,397 | $3,475-59.8% | $2,794-50.0% | $5,287-73.6% |
| Admin fee / account holder | $123 | $6,571-98.1% | $4,815-97.4% | $10,133-98.8% |