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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 | $7,041 | $112,729-93.8% | $98,716-92.9% | $137,256-94.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 19.51% | 38.48%-19.0pp | 31.81%-12.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,288 | $4,640-72.2% | $4,048-68.2% | $6,407-79.9% |
| Admin fee / account holder | $42 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |