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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 | $6,300 | $6,3000% | $319,563-98.0% | $52,198-87.9% |
| Participation rate | 42.4% | 14.1%+28.3pp | 41.2%+1.2pp | 11.0%+31.4pp |
| Annual return | 0.00% | 6.59%-6.6pp | 7.24%-7.2pp | 8.21%-8.2pp |
| Employer contribution / active EE | $2,673 | $8,564-68.8% | $33,207-92.0% | $13,841-80.7% |
| Participant deferral / active EE | $0 | $0 | $48-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $196-100.0% | $1,652-100.0% |