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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 | $8,335 | $45,343-81.6% | $150,298-94.5% | $67,986-87.7% |
| Participation rate | 22.8% | 51.9%-29.0pp | 77.8%-54.9pp | 57.2%-34.4pp |
| Annual return | 24.66% | 33.28%-8.6pp | 62.79%-38.1pp | 31.67%-7.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,058 | $2,055-48.5% | $5,453-80.6% | $3,358-68.5% |
| Admin fee / account holder | $269 | $2,250-88.0% | $14,116-98.1% | $3,203-91.6% |