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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 | $8,614 | $83,908-89.7% | $68,509-87.4% | $125,389-93.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 74.7%-24.7pp | 83.2%-33.2pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $380 | $3,031-87.5% | $2,278-83.3% | $4,866-92.2% |
| Participant deferral / active EE | $3,965 | $4,125-3.9% | $3,382+17.2% | $5,352-25.9% |
| Admin fee / account holder | $2 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |