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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 | $10,503 | $96,956-89.2% | $69,779-84.9% | $273,972-96.2% |
| Participation rate | 17.4% | 77.1%-59.7pp | 71.8%-54.4pp | 83.0%-65.6pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $189 | $3,316-94.3% | $2,338-91.9% | $4,869-96.1% |
| Participant deferral / active EE | $2,088 | $3,744-44.2% | $2,931-28.8% | $5,287-60.5% |
| Admin fee / account holder | $4 | $7,934-100.0% | $4,381-99.9% | $10,133-100.0% |