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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 | $8,345 | $79,955-89.6% | $98,450-91.5% | $75,181-88.9% |
| Participation rate | 29.6% | 70.4%-40.7pp | 75.2%-45.5pp | 67.2%-37.6pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.69%-160.7pp |
| Employer contribution / active EE | $419 | $2,264-81.5% | $3,049-86.2% | $2,671-84.3% |
| Participant deferral / active EE | $2,039 | $3,752-45.7% | $4,739-57.0% | $4,126-50.6% |
| Admin fee / account holder | $0 | $6,841-100.0% | $8,961-100.0% | $5,650-100.0% |