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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 | $9,578 | $46,877-79.6% | $122,354-92.2% | $70,126-86.3% |
| Participation rate | 39.0% | 58.2%-19.2pp | 71.6%-32.6pp | 69.5%-30.5pp |
| Annual return | 23.66% | 24.22%-0.6pp | 30.28%-6.6pp | 73.15%-49.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,702 | $2,167-21.5% | $3,287-48.2% | $3,332-48.9% |
| Admin fee / account holder | $114 | $3,324-96.6% | $5,479-97.9% | $4,645-97.6% |