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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 | $14,165 | $165,939-91.5% | $122,354-88.4% | $147,586-90.4% |
| Participation rate | 52.9% | 79.6%-26.6pp | 71.6%-18.7pp | 82.8%-29.9pp |
| Annual return | 0.00% | 34.56%-34.6pp | 30.28%-30.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,282 | $4,005-43.0% | $3,287-30.6% | $5,439-58.0% |
| Admin fee / account holder | $148 | $7,425-98.0% | $5,479-97.3% | $10,886-98.6% |