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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 | $5,775 | $37,446-84.6% | $77,513-92.6% | $79,852-92.8% |
| Participation rate | 42.3% | 41.5%+0.8pp | 54.2%-11.9pp | 69.6%-27.3pp |
| Annual return | 22.55% | 39.76%-17.2pp | 54.81%-32.3pp | 31.72%-9.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,955 | $1,261+55.0% | $1,861+5.0% | $3,740-47.7% |
| Admin fee / account holder | $116 | $2,506-95.4% | $2,859-95.9% | $5,306-97.8% |