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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 | $17,030 | $104,251-83.7% | $91,004-81.3% | $147,586-88.5% |
| Participation rate | 11.1% | 78.2%-67.1pp | 75.6%-64.5pp | 82.8%-71.7pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $324 | $3,116-89.6% | $2,456-86.8% | $4,876-93.3% |
| Participant deferral / active EE | $1,541 | $4,195-63.3% | $3,548-56.6% | $5,439-71.7% |
| Admin fee / account holder | $16 | $8,948-99.8% | $5,417-99.7% | $10,886-99.9% |