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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 | $13,409 | $138,102-90.3% | $125,381-89.3% | $134,532-90.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.64% | 750.73%-769.4pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,630 | $7,801-66.3% | $7,448-64.7% | $6,401-58.9% |
| Admin fee / account holder | $194 | $11,568-98.3% | $10,007-98.1% | $11,429-98.3% |