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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 | $5,798 | $59,328-90.2% | $118,946-95.1% | $73,493-92.1% |
| Participation rate | 29.4% | 62.3%-32.9pp | 75.4%-46.0pp | 70.7%-41.3pp |
| Annual return | 32.82% | 19.13%+13.7pp | 35.89%-3.1pp | 28.51%+4.3pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,208 | $2,604-53.6% | $4,266-71.7% | $3,740-67.7% |
| Admin fee / account holder | $212 | $600-64.7% | $6,581-96.8% | $513-58.7% |