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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 | $9,287 | $132,634-93.0% | $115,768-92.0% | $137,256-93.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 21.32% | 160.70%-139.4pp | 100.46%-79.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,611 | $5,619-71.3% | $4,917-67.2% | $6,407-74.9% |
| Admin fee / account holder | $16 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |