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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 | $7,113 | $226,090-96.9% | $182,531-96.1% | $152,885-95.3% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.0%-16.4pp | 82.5%-20.9pp |
| Annual return | 26.39% | 192.57%-166.2pp | 148.57%-122.2pp | 345.39%-319.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,190 | $6,369-65.6% | $5,525-60.4% | $5,851-62.6% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |