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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 | $6,340 | $52,639-88.0% | $185,117-96.6% | $62,293-89.8% |
| Participation rate | 41.4% | 63.9%-22.5pp | 77.3%-35.9pp | 69.5%-28.1pp |
| Annual return | 0.00% | 19.57%-19.6pp | 40.50%-40.5pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,409 | $3,097-54.5% | $5,045-72.1% | $3,169-55.5% |
| Admin fee / account holder | $189 | $374-49.5% | $8,159-97.7% | $479-60.7% |