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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 | $10,517 | $106,918-90.2% | $84,021-87.5% | $152,897-93.1% |
| Participation rate | 65.0% | 75.2%-10.2pp | 69.0%-4.0pp | 82.5%-17.5pp |
| Annual return | 18.85% | 105.01%-86.2pp | 71.32%-52.5pp | 345.43%-326.6pp |
| Employer contribution / active EE | $153 | $2,735-94.4% | $1,984-92.3% | $4,764-96.8% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $109 | $8,288-98.7% | $6,102-98.2% | $11,599-99.1% |