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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 | $3,352 | $181,062-98.1% | $158,223-97.9% | $155,188-97.8% |
| Participation rate | 54.5% | 82.7%-28.1pp | 79.2%-24.7pp | 80.8%-26.3pp |
| Annual return | 25.26% | 57.39%-32.1pp | 52.09%-26.8pp | 148.84%-123.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,986 | $6,134-67.6% | $5,467-63.7% | $6,531-69.6% |
| Admin fee / account holder | $27 | $18,825-99.9% | $16,047-99.8% | $14,480-99.8% |