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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 | $2,428 | $73,107-96.7% | $114,563-97.9% | $87,485-97.2% |
| Participation rate | 66.0% | 65.8%+0.2pp | 72.9%-6.9pp | 68.9%-3.0pp |
| Annual return | 30.22% | 19.47%+10.7pp | 241.09%-210.9pp | 26.06%+4.2pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,152 | $3,144-63.4% | $4,142-72.2% | $4,274-73.1% |
| Admin fee / account holder | $72 | $5,770-98.8% | $7,623-99.1% | $7,775-99.1% |