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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 | $13,556 | $148,629-90.9% | $135,982-90.0% | $139,487-90.3% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $994 | $5,247-81.1% | $4,859-79.6% | $4,755-79.1% |
| Participant deferral / active EE | $4,041 | $8,102-50.1% | $7,760-47.9% | $6,713-39.8% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,407-99.7% |