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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 | $6,869 | $48,364-85.8% | $71,796-90.4% | $62,881-89.1% |
| Participation rate | 22.4% | 60.6%-38.2pp | 69.1%-46.7pp | 69.3%-46.9pp |
| Annual return | 19.15% | 13.16%+6.0pp | 78.04%-58.9pp | 20.14%-1.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,026 | $2,091-50.9% | $2,794-63.3% | $3,203-68.0% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |