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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 | $2,941 | $43,075-93.2% | $74,577-96.1% | $62,881-95.3% |
| Participation rate | 67.4% | 58.1%+9.3pp | 68.1%-0.7pp | 69.3%-1.9pp |
| Annual return | 37.59% | 17.50%+20.1pp | 20.47%+17.1pp | 20.14%+17.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,346 | $2,389-43.7% | $3,458-61.1% | $3,203-58.0% |
| Admin fee / account holder | $38 | $2,840-98.7% | $4,138-99.1% | $4,296-99.1% |