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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 | $2,310 | $75,541-96.9% | $152,093-98.5% | $82,637-97.2% |
| Participation rate | 69.2% | 66.5%+2.7pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 20.19% | 32.56%-12.4pp | 66.36%-46.2pp | 53.51%-33.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,142 | $3,206-64.4% | $5,451-79.0% | $4,126-72.3% |
| Admin fee / account holder | $212 | $6,405-96.7% | $14,497-98.5% | $7,339-97.1% |