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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 | $12,198 | $148,623-91.8% | $135,974-91.0% | $139,466-91.3% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $595 | $5,246-88.7% | $4,859-87.8% | $4,754-87.5% |
| Participant deferral / active EE | $3,131 | $8,103-61.4% | $7,760-59.7% | $6,712-53.4% |
| Admin fee / account holder | $36 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |