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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 | $10,774 | $52,678-79.5% | $75,784-85.8% | $59,633-81.9% |
| Participation rate | 22.9% | 67.2%-44.4pp | 75.8%-53.0pp | 68.7%-45.8pp |
| Annual return | 2.46% | 2.95%-0.5pp | 9.68%-7.2pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $319 | $2,193-85.5% | $3,323-90.4% | $2,203-85.5% |
| Participant deferral / active EE | $1,041 | $2,591-59.8% | $3,652-71.5% | $3,192-67.4% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |