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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 | $5,480 | $65,364-91.6% | $92,909-94.1% | $72,975-92.5% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.0%-16.0pp | 69.5%-9.5pp |
| Annual return | 33.49% | 42.11%-8.6pp | 109.44%-75.9pp | 81.01%-47.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,692 | $3,128-14.0% | $4,238-36.5% | $3,608-25.4% |
| Admin fee / account holder | $212 | $4,251-95.0% | $5,795-96.3% | $5,124-95.9% |