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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 | $17,101 | $183,988-90.7% | $162,177-89.5% | $152,897-88.8% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.5%-25.3pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,369 | $6,370-78.5% | $5,613-75.6% | $4,764-71.3% |
| Participant deferral / active EE | $10,899 | $8,032+35.7% | $7,297+49.4% | $5,851+86.3% |
| Admin fee / account holder | $45 | $13,123-99.7% | $10,843-99.6% | $11,599-99.6% |