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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 | $9,823 | $174,379-94.4% | $152,093-93.5% | $138,895-92.9% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $405 | $4,652-91.3% | $4,175-90.3% | $4,194-90.3% |
| Participant deferral / active EE | $4,151 | $6,159-32.6% | $5,451-23.9% | $6,396-35.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |