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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 | $11,331 | $72,269-84.3% | $101,271-88.8% | $79,852-85.8% |
| Participation rate | 24.1% | 68.5%-44.4pp | 75.8%-51.8pp | 69.6%-45.6pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $497 | $2,692-81.5% | $3,660-86.4% | $2,471-79.9% |
| Participant deferral / active EE | $1,440 | $3,282-56.1% | $4,371-67.0% | $3,740-61.5% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |