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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 | $9,651 | $83,908-88.5% | $68,509-85.9% | $125,388-92.3% |
| Participation rate | 31.6% | 78.2%-46.6pp | 74.7%-43.1pp | 83.2%-51.6pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $110 | $3,031-96.4% | $2,278-95.2% | $4,866-97.7% |
| Participant deferral / active EE | $2,933 | $4,125-28.9% | $3,382-13.3% | $5,352-45.2% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |