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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 | $6,978 | $93,346-92.5% | $71,796-90.3% | $273,970-97.5% |
| Participation rate | 60.9% | 76.5%-15.7pp | 69.1%-8.2pp | 83.0%-22.1pp |
| Annual return | 26.72% | 130.39%-103.7pp | 78.04%-51.3pp | 41.46%-14.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,106 | $3,475+18.2% | $2,794+46.9% | $5,287-22.3% |
| Admin fee / account holder | $35 | $6,571-99.5% | $4,815-99.3% | $10,132-99.7% |