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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 | $13,456 | $162,812-91.7% | $133,971-90.0% | $158,966-91.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $176 | $4,976-96.5% | $3,919-95.5% | $4,762-96.3% |
| Participant deferral / active EE | $10,650 | $5,910+80.2% | $5,047+111.0% | $5,983+78.0% |
| Admin fee / account holder | $15 | $11,741-99.9% | $8,929-99.8% | $11,250-99.9% |