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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 | $12,090 | $148,582-91.9% | $135,942-91.1% | $139,456-91.3% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $676 | $5,245-87.1% | $4,858-86.1% | $4,753-85.8% |
| Participant deferral / active EE | $5,343 | $8,101-34.1% | $7,759-31.1% | $6,711-20.4% |
| Admin fee / account holder | $7 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |