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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 | $4,037 | $62,672-93.6% | $185,117-97.8% | $70,124-94.2% |
| Participation rate | 65.6% | 63.8%+1.8pp | 77.3%-11.6pp | 69.5%-3.9pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,174 | $3,272-33.5% | $5,045-56.9% | $3,332-34.7% |
| Admin fee / account holder | $133 | $3,932-96.6% | $8,159-98.4% | $4,645-97.1% |