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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 | $4,560 | $90,486-95.0% | $78,676-94.2% | $273,972-98.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 9.27% | 75.62%-66.3pp | 62.19%-52.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,141 | $3,901-45.1% | $3,517-39.1% | $5,287-59.5% |
| Admin fee / account holder | $186 | $5,263-96.5% | $4,510-95.9% | $10,133-98.2% |