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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 | $7,171 | $110,137-93.5% | $161,149-95.6% | $82,637-91.3% |
| Participation rate | 67.4% | 72.4%-4.9pp | 78.8%-11.4pp | 68.1%-0.6pp |
| Annual return | 22.06% | 20.69%+1.4pp | 21.16%+0.9pp | 53.51%-31.4pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,695 | $4,575+2.6% | $6,153-23.7% | $4,126+13.8% |
| Admin fee / account holder | $188 | $9,467-98.0% | $15,194-98.8% | $7,339-97.4% |