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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 | $7,800 | $111,830-93.0% | $93,696-91.7% | $145,884-94.7% |
| Participation rate | 61.1% | 74.2%-13.1pp | 68.7%-7.6pp | 80.3%-19.2pp |
| Annual return | 13.67% | 204.08%-190.4pp | 133.74%-120.1pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,519 | $4,920-69.1% | $4,417-65.6% | $6,690-77.3% |
| Admin fee / account holder | $5 | $10,249-99.9% | $8,287-99.9% | $13,392-100.0% |