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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 | $8,615 | $72,492-88.1% | $87,104-90.1% | $72,975-88.2% |
| Participation rate | 51.9% | 72.8%-21.0pp | 76.9%-25.0pp | 69.5%-17.6pp |
| Annual return | 25.36% | 24.46%+0.9pp | 28.19%-2.8pp | 81.01%-55.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,242 | $3,270-31.4% | $4,048-44.6% | $3,608-37.9% |
| Admin fee / account holder | $22 | $5,055-99.6% | $7,491-99.7% | $5,124-99.6% |