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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 | $7,149 | $153,769-95.4% | $133,975-94.7% | $273,972-97.4% |
| Participation rate | 16.7% | 88.4%-71.7pp | 87.1%-70.4pp | 83.0%-66.3pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,192 | $6,029-80.2% | $5,211-77.1% | $4,869-75.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |