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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 | $7,706 | $103,000-92.5% | $90,300-91.5% | $152,885-95.0% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 22.11% | 95.19%-73.1pp | 78.11%-56.0pp | 345.39%-323.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,016 | $4,281-76.3% | $3,884-73.8% | $5,851-82.6% |
| Admin fee / account holder | $159 | $6,173-97.4% | $5,353-97.0% | $11,598-98.6% |