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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 | $20,301 | $138,076-85.3% | $123,553-83.6% | $135,380-85.0% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -2.14% | 153.70%-155.8pp | 119.21%-121.3pp | 519.81%-521.9pp |
| Employer contribution / active EE | $533 | $5,152-89.6% | $4,628-88.5% | $4,779-88.8% |
| Participant deferral / active EE | $3,333 | $6,800-51.0% | $6,426-48.1% | $5,609-40.6% |
| Admin fee / account holder | $119 | $10,917-98.9% | $9,284-98.7% | $10,828-98.9% |