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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 | $9,540 | $95,979-90.1% | $74,551-87.2% | $135,380-93.0% |
| Participation rate | 18.2% | 75.7%-57.5pp | 69.1%-51.0pp | 82.6%-64.5pp |
| Annual return | 3.62% | 56.97%-53.4pp | 32.53%-28.9pp | 519.81%-516.2pp |
| Employer contribution / active EE | $217 | $2,716-92.0% | $1,961-88.9% | $4,779-95.5% |
| Participant deferral / active EE | $2,325 | $3,844-39.5% | $3,108-25.2% | $5,609-58.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |