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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 | $8,987 | $115,780-92.2% | $101,255-91.1% | $158,931-94.3% |
| Participation rate | 38.5% | 79.4%-40.9pp | 75.8%-37.3pp | 82.0%-43.5pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.48%-46.5pp | 302.86%-302.9pp |
| Employer contribution / active EE | $717 | $4,175-82.8% | $3,660-80.4% | $4,761-85.0% |
| Participant deferral / active EE | $2,211 | $4,958-55.4% | $4,370-49.4% | $5,982-63.0% |
| Admin fee / account holder | $30 | $7,246-99.6% | $5,946-99.5% | $11,247-99.7% |