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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 | $15,524 | $183,978-91.6% | $162,171-90.4% | $152,885-89.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 0.00% | 150.78%-150.8pp | 115.60%-115.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,100 | $6,370-82.7% | $5,613-80.4% | $4,763-76.9% |
| Participant deferral / active EE | $5,900 | $8,033-26.6% | $7,297-19.2% | $5,851+0.8% |
| Admin fee / account holder | $15 | $13,122-99.9% | $10,843-99.9% | $11,598-99.9% |