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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 | $4,568 | $77,901-94.1% | $149,717-96.9% | $75,181-93.9% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 41.11% | 31.73%+9.4pp | 134.41%-93.3pp | 160.69%-119.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,793 | $3,411-47.4% | $5,682-68.4% | $4,126-56.5% |
| Admin fee / account holder | $262 | $5,949-95.6% | $13,213-98.0% | $5,650-95.4% |