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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 | $6,453 | $107,941-94.0% | $91,994-93.0% | $152,909-95.8% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.5%-22.5pp |
| Annual return | 30.05% | 89.28%-59.2pp | 69.04%-39.0pp | 345.46%-315.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,369 | $6,366-62.8% | $5,924-60.0% | $5,851-59.5% |
| Admin fee / account holder | $17 | $10,521-99.8% | $7,744-99.8% | $11,601-99.9% |