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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 | $2,438 | $77,814-96.9% | $158,223-98.5% | $86,983-97.2% |
| Participation rate | 58.1% | 68.4%-10.3pp | 79.2%-21.1pp | 69.5%-11.4pp |
| Annual return | 28.72% | 30.54%-1.8pp | 52.09%-23.4pp | 25.83%+2.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,511 | $3,270-53.8% | $5,467-72.4% | $4,194-64.0% |
| Admin fee / account holder | $142 | $5,879-97.6% | $16,047-99.1% | $7,856-98.2% |