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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 | $12,397 | $176,838-93.0% | $146,685-91.5% | $167,518-92.6% |
| Participation rate | 25.0% | 83.6%-58.6pp | 80.1%-55.1pp | 82.1%-57.1pp |
| Annual return | 20.22% | 24.04%-3.8pp | 22.75%-2.5pp | 478.71%-458.5pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,130 | $6,441-51.4% | $5,507-43.2% | $6,342-50.7% |
| Admin fee / account holder | $215 | $13,262-98.4% | $10,281-97.9% | $12,312-98.3% |