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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 | $6,294 | $162,529-96.1% | $130,788-95.2% | $154,746-95.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 21.37% | 510.48%-489.1pp | 386.44%-365.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,633 | $4,808-66.0% | $4,137-60.5% | $6,730-75.7% |
| Admin fee / account holder | $267 | $7,669-96.5% | $6,673-96.0% | $14,365-98.1% |