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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 | $6,234 | $114,013-94.5% | $103,693-94.0% | $155,188-96.0% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 34.45% | 49.31%-14.9pp | 47.61%-13.2pp | 148.84%-114.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,191 | $4,970-76.0% | $4,579-74.0% | $6,531-81.8% |
| Admin fee / account holder | $42 | $8,407-99.5% | $7,858-99.5% | $14,480-99.7% |