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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 | $8,884 | $88,707-90.0% | $74,184-88.0% | $273,972-96.8% |
| Participation rate | 23.5% | 79.4%-55.9pp | 76.6%-53.1pp | 83.0%-59.5pp |
| Annual return | 18.58% | 11.94%+6.6pp | 17.74%+0.8pp | 41.46%-22.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,499 | $4,212-64.4% | $3,550-57.8% | $5,287-71.7% |
| Admin fee / account holder | $47 | $8,717-99.5% | $5,586-99.2% | $10,133-99.5% |