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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 | $4,341 | $99,652-95.6% | $78,778-94.5% | $147,586-97.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 28.92% | 47.28%-18.4pp | 35.62%-6.7pp | 578.59%-549.7pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,572 | $3,664-57.1% | $2,958-46.9% | $5,439-71.1% |
| Admin fee / account holder | $134 | $7,155-98.1% | $5,134-97.4% | $10,886-98.8% |