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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 | $9,769 | $82,630-88.2% | $64,105-84.8% | $125,389-92.2% |
| Participation rate | 41.7% | 75.9%-34.2pp | 68.2%-26.5pp | 83.2%-41.5pp |
| Annual return | -0.82% | 1489.72%-1490.5pp | 791.24%-792.1pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,263 | $3,608-65.0% | $2,822-55.3% | $5,352-76.4% |
| Admin fee / account holder | $220 | $6,382-96.6% | $4,499-95.1% | $9,541-97.7% |