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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 | $28,735 | $168,636-83.0% | $147,617-80.5% | $125,393-77.1% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.41% | 77.65%-79.1pp | 61.98%-63.4pp | 282.23%-283.6pp |
| Employer contribution / active EE | $1,198 | $6,252-80.8% | $5,565-78.5% | $4,866-75.4% |
| Participant deferral / active EE | $2,308 | $5,507-58.1% | $4,895-52.9% | $5,351-56.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |