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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 | $8,837 | $91,167-90.3% | $178,498-95.0% | $79,858-88.9% |
| Participation rate | 67.3% | 69.2%-1.9pp | 81.9%-14.7pp | 69.6%-2.4pp |
| Annual return | 25.16% | 24.19%+1.0pp | 151.09%-125.9pp | 31.72%-6.6pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,966 | $3,236-39.3% | $5,202-62.2% | $3,740-47.4% |
| Admin fee / account holder | $72 | $6,747-98.9% | $13,985-99.5% | $5,306-98.6% |