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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 | $1,534 | $50,972-97.0% | $88,538-98.3% | $72,975-97.9% |
| Participation rate | 65.4% | 63.4%+2.0pp | 68.7%-3.4pp | 69.5%-4.1pp |
| Annual return | 0.00% | 29.62%-29.6pp | 43.64%-43.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,081 | $2,230-51.5% | $2,914-62.9% | $3,608-70.0% |
| Admin fee / account holder | $4 | $3,230-99.9% | $4,310-99.9% | $5,124-99.9% |