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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 | $7,509 | $58,512-87.2% | $84,020-91.1% | $72,983-89.7% |
| Participation rate | 17.1% | 61.2%-44.1pp | 69.0%-51.9pp | 69.5%-52.3pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $156 | $1,163-86.6% | $1,984-92.1% | $2,440-93.6% |
| Participant deferral / active EE | $1,131 | $2,394-52.8% | $3,239-65.1% | $3,608-68.6% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |