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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 | $4,810 | $48,364-90.1% | $71,796-93.3% | $62,881-92.3% |
| Participation rate | 35.7% | 60.6%-24.9pp | 69.1%-33.4pp | 69.3%-33.6pp |
| Annual return | 19.70% | 13.16%+6.5pp | 78.04%-58.3pp | 20.14%-0.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,072 | $2,091-48.7% | $2,794-61.6% | $3,203-66.5% |
| Admin fee / account holder | $144 | $3,771-96.2% | $4,815-97.0% | $4,296-96.7% |