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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 | $20,974 | $127,096-83.5% | $105,736-80.2% | $135,380-84.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 76.3%-16.3pp | 82.6%-22.6pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $533 | $4,107-87.0% | $3,268-83.7% | $4,779-88.9% |
| Participant deferral / active EE | $12,300 | $5,064+142.9% | $4,080+201.5% | $5,609+119.3% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |