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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 | $2,909 | $48,364-94.0% | $71,796-95.9% | $62,881-95.4% |
| Participation rate | 41.4% | 60.6%-19.2pp | 69.1%-27.7pp | 69.3%-27.9pp |
| Annual return | 12.10% | 13.16%-1.1pp | 78.04%-65.9pp | 20.14%-8.0pp |
| Employer contribution / active EE | $48 | $1,042-95.4% | $1,924-97.5% | $2,281-97.9% |
| Participant deferral / active EE | $1,273 | $2,091-39.1% | $2,794-54.4% | $3,203-60.2% |
| Admin fee / account holder | $195 | $3,771-94.8% | $4,815-95.9% | $4,296-95.5% |