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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 | $9,380 | $60,139-84.4% | $90,461-89.6% | $79,856-88.3% |
| Participation rate | 11.5% | 65.0%-53.5pp | 72.7%-61.2pp | 69.6%-58.1pp |
| Annual return | 0.00% | 71.96%-72.0pp | 1294.76%-1294.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $191 | $2,069-90.7% | $3,264-94.1% | $2,471-92.3% |
| Participant deferral / active EE | $870 | $2,939-70.4% | $3,964-78.0% | $3,741-76.7% |
| Admin fee / account holder | $148 | $3,978-96.3% | $5,617-97.4% | $5,306-97.2% |