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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 | $5,465 | $111,535-95.1% | $105,223-94.8% | $137,256-96.0% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 19.87% | 237.85%-218.0pp | 180.65%-160.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,472 | $5,500-73.2% | $5,072-71.0% | $6,407-77.0% |
| Admin fee / account holder | $119 | $9,721-98.8% | $8,859-98.7% | $12,270-99.0% |