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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 | $4,430 | $54,541-91.9% | $78,778-94.4% | $70,126-93.7% |
| Participation rate | 60.0% | 60.8%-0.8pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 22.63% | 21.07%+1.6pp | 35.62%-13.0pp | 73.15%-50.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,060 | $2,210-52.0% | $2,958-64.2% | $3,332-68.2% |
| Admin fee / account holder | $16 | $3,709-99.6% | $5,134-99.7% | $4,645-99.7% |