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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 | $3,563 | $54,541-93.5% | $78,778-95.5% | $70,126-94.9% |
| Participation rate | 51.3% | 60.8%-9.5pp | 69.2%-17.9pp | 69.5%-18.3pp |
| Annual return | 30.75% | 21.07%+9.7pp | 35.62%-4.9pp | 73.15%-42.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,169 | $2,210-47.1% | $2,958-60.5% | $3,332-64.9% |
| Admin fee / account holder | $297 | $3,709-92.0% | $5,134-94.2% | $4,645-93.6% |