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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 | $8,278 | $185,312-95.5% | $161,489-94.9% | $154,746-94.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 0.00% | 103.84%-103.8pp | 89.72%-89.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $745 | $4,769-84.4% | $4,268-82.5% | $4,379-83.0% |
| Participant deferral / active EE | $4,000 | $6,350-37.0% | $5,630-28.9% | $6,730-40.6% |
| Admin fee / account holder | $1 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |