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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 | $5,435 | $112,729-95.2% | $98,716-94.5% | $137,256-96.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 27.28% | 38.48%-11.2pp | 31.81%-4.5pp | 220.34%-193.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,001 | $4,640-35.3% | $4,048-25.9% | $6,407-53.2% |
| Admin fee / account holder | $233 | $10,129-97.7% | $8,703-97.3% | $12,270-98.1% |