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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 | $10,332 | $127,296-91.9% | $109,907-90.6% | $167,536-93.8% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.2%-40.9pp | 82.1%-48.8pp |
| Annual return | 16.81% | 22.97%-6.2pp | 29.46%-12.6pp | 478.82%-462.0pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,374 | $4,513-69.6% | $4,047-66.1% | $6,342-78.3% |
| Admin fee / account holder | $69 | $7,119-99.0% | $6,069-98.9% | $12,315-99.4% |