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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 | $2,804 | $57,541-95.1% | $95,740-97.1% | $75,173-96.3% |
| Participation rate | 51.2% | 62.5%-11.3pp | 72.3%-21.0pp | 67.2%-16.0pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.41%-28.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,488 | $3,074-51.6% | $4,244-64.9% | $4,126-63.9% |
| Admin fee / account holder | $58 | $4,099-98.6% | $5,676-99.0% | $5,651-99.0% |