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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 | $11,318 | $70,486-83.9% | $100,535-88.7% | $79,856-85.8% |
| Participation rate | 69.8% | 73.6%-3.9pp | 79.4%-9.6pp | 69.6%+0.1pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,384 | $5,182-15.4% | $6,271-30.1% | $3,741+17.2% |
| Admin fee / account holder | $4 | $4,480-99.9% | $8,085-100.0% | $5,306-99.9% |