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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 | $9,882 | $87,542-88.7% | $75,782-87.0% | $125,393-92.1% |
| Participation rate | 38.1% | 80.2%-42.1pp | 75.8%-37.7pp | 83.2%-45.1pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.23%-282.2pp |
| Employer contribution / active EE | $407 | $3,930-89.6% | $3,323-87.8% | $4,866-91.6% |
| Participant deferral / active EE | $4,043 | $4,229-4.4% | $3,652+10.7% | $5,351-24.5% |
| Admin fee / account holder | $99 | $6,502-98.5% | $5,300-98.1% | $9,541-99.0% |