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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 | $5,962 | $106,923-94.4% | $84,023-92.9% | $152,909-96.1% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 9.48% | 105.02%-95.5pp | 71.32%-61.8pp | 345.46%-336.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,040 | $4,013-74.1% | $3,239-67.9% | $5,851-82.2% |
| Admin fee / account holder | $34 | $8,289-99.6% | $6,102-99.4% | $11,601-99.7% |