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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 | $4,411 | $55,713-92.1% | $75,894-94.2% | $72,983-94.0% |
| Participation rate | 26.5% | 61.1%-34.7pp | 69.3%-42.8pp | 69.5%-43.0pp |
| Annual return | 0.00% | 27.60%-27.6pp | 30.76%-30.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $96 | $1,687-94.3% | $2,501-96.2% | $2,440-96.1% |
| Participant deferral / active EE | $1,030 | $2,634-60.9% | $3,603-71.4% | $3,608-71.4% |
| Admin fee / account holder | $0 | $3,980-100.0% | $5,420-100.0% | $5,124-100.0% |