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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 | $4,424 | $70,475-93.7% | $100,530-95.6% | $79,858-94.5% |
| Participation rate | 68.9% | 73.7%-4.8pp | 79.4%-10.6pp | 69.6%-0.8pp |
| Annual return | 112.78% | 21.90%+90.9pp | 30.89%+81.9pp | 31.72%+81.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,311 | $5,181-55.4% | $6,271-63.1% | $3,740-38.2% |
| Admin fee / account holder | $43 | $4,478-99.0% | $8,083-99.5% | $5,306-99.2% |