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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 | $7,014 | $100,262-93.0% | $81,370-91.4% | $145,897-95.2% |
| Participation rate | 38.1% | 74.3%-36.2pp | 69.5%-31.4pp | 80.3%-42.2pp |
| Annual return | 11.91% | 34.52%-22.6pp | 24.85%-12.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,267 | $4,612-72.5% | $3,885-67.4% | $6,689-81.1% |
| Admin fee / account holder | $14 | $8,163-99.8% | $5,749-99.8% | $13,390-99.9% |