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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 | $2,249 | $153,311-98.5% | $109,313-97.9% | $273,972-99.2% |
| Participation rate | 40.0% | 80.1%-40.1pp | 71.3%-31.3pp | 83.0%-43.0pp |
| Annual return | 47.83% | 29.86%+18.0pp | 22.07%+25.8pp | 41.46%+6.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $702 | $3,932-82.1% | $3,166-77.8% | $5,287-86.7% |
| Admin fee / account holder | $3 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |