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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 | $2,770 | $72,273-96.2% | $101,275-97.3% | $79,856-96.5% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 23.43% | 22.30%+1.1pp | 46.48%-23.1pp | 31.71%-8.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,507 | $3,282-54.1% | $4,371-65.5% | $3,741-59.7% |
| Admin fee / account holder | $44 | $4,401-99.0% | $5,948-99.3% | $5,306-99.2% |