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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 | $9,594 | $129,737-92.6% | $119,126-91.9% | $154,746-93.8% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 24.36% | 379.08%-354.7pp | 282.11%-257.7pp | 172.34%-148.0pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,862 | $5,842-68.1% | $5,318-65.0% | $6,730-72.3% |
| Admin fee / account holder | $61 | $11,961-99.5% | $10,693-99.4% | $14,365-99.6% |