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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 | $7,256 | $114,013-93.6% | $103,693-93.0% | $155,188-95.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 17.88% | 49.31%-31.4pp | 47.61%-29.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,078 | $4,970-78.3% | $4,579-76.5% | $6,531-83.5% |
| Admin fee / account holder | $72 | $8,407-99.1% | $7,858-99.1% | $14,480-99.5% |