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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 | $75,807-96.8% | $116,096-97.9% | $86,983-97.2% |
| Participation rate | 66.0% | 66.9%-0.9pp | 73.3%-7.4pp | 69.5%-3.6pp |
| Annual return | 30.22% | 18.57%+11.7pp | 326.25%-296.0pp | 25.83%+4.4pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,152 | $3,212-64.1% | $3,952-70.9% | $4,194-72.5% |
| Admin fee / account holder | $72 | $6,659-98.9% | $7,704-99.1% | $7,856-99.1% |