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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 | $13,554 | $89,364-84.8% | $141,177-90.4% | $72,983-81.4% |
| Participation rate | 25.0% | 75.1%-50.1pp | 82.5%-57.5pp | 69.5%-44.5pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $222 | $3,115-92.9% | $4,736-95.3% | $2,440-90.9% |
| Participant deferral / active EE | $2,970 | $5,419-45.2% | $6,710-55.7% | $3,608-17.7% |
| Admin fee / account holder | $56 | $5,959-99.1% | $10,263-99.5% | $5,124-98.9% |