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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 | $11,742 | $97,761-88.0% | $83,850-86.0% | $135,382-91.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -8.57% | 1287.44%-1296.0pp | 850.92%-859.5pp | 519.77%-528.3pp |
| Employer contribution / active EE | $620 | $4,222-85.3% | $3,631-82.9% | $4,779-87.0% |
| Participant deferral / active EE | $2,616 | $4,682-44.1% | $4,082-35.9% | $5,609-53.4% |
| Admin fee / account holder | $60 | $6,674-99.1% | $5,478-98.9% | $10,829-99.4% |