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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 | $8,849 | $165,939-94.7% | $122,354-92.8% | $147,586-94.0% |
| Participation rate | 15.4% | 79.6%-64.2pp | 71.6%-56.3pp | 82.8%-67.4pp |
| Annual return | 16.54% | 34.56%-18.0pp | 30.28%-13.7pp | 578.59%-562.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $220 | $4,005-94.5% | $3,287-93.3% | $5,439-96.0% |
| Admin fee / account holder | $162 | $7,425-97.8% | $5,479-97.0% | $10,886-98.5% |