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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 | $10,117 | $157,276-93.6% | $141,177-92.8% | $152,885-93.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $924 | $5,262-82.4% | $4,736-80.5% | $4,763-80.6% |
| Participant deferral / active EE | $4,970 | $7,110-30.1% | $6,710-25.9% | $5,851-15.1% |
| Admin fee / account holder | $10 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |