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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 | $4,570 | $49,239-90.7% | $70,462-93.5% | $79,858-94.3% |
| Participation rate | 55.2% | 69.2%-14.0pp | 75.1%-19.9pp | 69.6%-14.4pp |
| Annual return | 0.00% | 30.08%-30.1pp | 109.08%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $364 | $2,100-82.7% | $2,737-86.7% | $2,471-85.3% |
| Participant deferral / active EE | $2,085 | $2,769-24.7% | $3,710-43.8% | $3,740-44.3% |
| Admin fee / account holder | $16 | $2,876-99.4% | $3,845-99.6% | $5,306-99.7% |