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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 | $4,096 | $101,063-95.9% | $81,473-95.0% | $147,586-97.2% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 27.96% | 32.41%-4.4pp | 38.78%-10.8pp | 578.59%-550.6pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,137 | $4,242-73.2% | $3,537-67.9% | $5,439-79.1% |
| Admin fee / account holder | $28 | $5,812-99.5% | $4,561-99.4% | $10,886-99.7% |