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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 | $6,374 | $78,672-91.9% | $109,163-94.2% | $85,856-92.6% |
| Participation rate | 39.1% | 68.3%-29.1pp | 75.9%-36.7pp | 69.3%-30.2pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $434 | $2,734-84.1% | $3,723-88.3% | $2,565-83.1% |
| Participant deferral / active EE | $2,025 | $3,467-41.6% | $4,654-56.5% | $3,952-48.8% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,754-100.0% | $6,261-100.0% |