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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 | $7,742 | $108,882-92.9% | $96,754-92.0% | $154,746-95.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 70.3%-50.3pp | 80.7%-60.7pp |
| Annual return | 82.48% | 98.39%-15.9pp | 82.04%+0.4pp | 172.34%-89.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,237 | $5,323-76.8% | $4,758-74.0% | $6,730-81.6% |
| Admin fee / account holder | $44 | $10,200-99.6% | $8,905-99.5% | $14,365-99.7% |