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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 | $3,791 | $77,814-95.1% | $158,223-97.6% | $86,983-95.6% |
| Participation rate | 34.5% | 68.4%-33.9pp | 79.2%-44.7pp | 69.5%-35.1pp |
| Annual return | 31.18% | 30.54%+0.6pp | 52.09%-20.9pp | 25.83%+5.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,059 | $3,270-67.6% | $5,467-80.6% | $4,194-74.8% |
| Admin fee / account holder | $143 | $5,879-97.6% | $16,047-99.1% | $7,856-98.2% |