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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 | $8,395 | $124,351-93.2% | $109,188-92.3% | $167,553-95.0% |
| Participation rate | 22.2% | 79.4%-57.2pp | 75.9%-53.7pp | 82.1%-59.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $558 | $4,210-86.8% | $3,723-85.0% | $4,840-88.5% |
| Participant deferral / active EE | $2,185 | $5,257-58.4% | $4,654-53.1% | $6,343-65.6% |
| Admin fee / account holder | $49 | $7,975-99.4% | $6,755-99.3% | $12,316-99.6% |