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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 | $4,279 | $34,316-87.5% | $74,722-94.3% | $72,975-94.1% |
| Participation rate | 52.9% | 42.4%+10.4pp | 54.5%-1.6pp | 69.5%-16.6pp |
| Annual return | 22.75% | 26.58%-3.8pp | 753.11%-730.4pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,010 | $1,272-20.6% | $1,963-48.5% | $3,608-72.0% |
| Admin fee / account holder | $179 | $2,125-91.6% | $3,335-94.6% | $5,124-96.5% |