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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 | $8,885 | $124,980-92.9% | $108,359-91.8% | $154,746-94.3% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 12.37% | 45.00%-32.6pp | 36.89%-24.5pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,554 | $4,743-67.2% | $4,137-62.4% | $6,730-76.9% |
| Admin fee / account holder | $73 | $11,502-99.4% | $9,741-99.3% | $14,365-99.5% |