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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 | $8,297 | $129,959-93.6% | $104,301-92.0% | $134,509-93.8% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.13%-418.1pp |
| Employer contribution / active EE | $656 | $4,185-84.3% | $3,373-80.5% | $4,741-86.2% |
| Participant deferral / active EE | $4,925 | $5,589-11.9% | $4,626+6.5% | $6,400-23.1% |
| Admin fee / account holder | $5 | $9,325-99.9% | $7,340-99.9% | $11,427-100.0% |