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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 | $3,087 | $73,863-95.8% | $143,797-97.9% | $68,490-95.5% |
| Participation rate | 48.6% | 66.7%-18.0pp | 80.3%-31.7pp | 67.9%-19.2pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $363 | $3,185-88.6% | $4,952-92.7% | $2,597-86.0% |
| Participant deferral / active EE | $1,199 | $3,385-64.6% | $5,638-78.7% | $4,028-70.2% |
| Admin fee / account holder | $7 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |