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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 | $7,324 | $39,162-81.3% | $100,671-92.7% | $59,633-87.7% |
| Participation rate | 51.4% | 55.9%-4.4pp | 70.7%-19.3pp | 68.7%-17.2pp |
| Annual return | 0.37% | 21.07%-20.7pp | 20.43%-20.1pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $747 | $1,992-62.5% | $3,144-76.2% | $3,192-76.6% |
| Admin fee / account holder | $90 | $2,969-97.0% | $4,850-98.2% | $4,297-97.9% |