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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 | $10,379 | $124,330-91.7% | $109,173-90.5% | $167,536-93.8% |
| Participation rate | 38.9% | 79.5%-40.6pp | 75.9%-37.0pp | 82.1%-43.2pp |
| Annual return | 19.16% | 26.04%-6.9pp | 25.75%-6.6pp | 478.82%-459.7pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,567 | $5,256-70.2% | $4,654-66.3% | $6,342-75.3% |
| Admin fee / account holder | $14 | $7,974-99.8% | $6,755-99.8% | $12,315-99.9% |