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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 | $16,076 | $82,630-80.5% | $64,105-74.9% | $125,389-87.2% |
| Participation rate | 45.5% | 75.9%-30.4pp | 68.2%-22.7pp | 83.2%-37.7pp |
| Annual return | -1.76% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,274 | $3,608-64.7% | $2,822-54.8% | $5,352-76.2% |
| Admin fee / account holder | $123 | $6,382-98.1% | $4,499-97.3% | $9,541-98.7% |