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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 | $6,763 | $106,267-93.6% | $96,520-93.0% | $139,456-95.2% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.3%-5.9pp | 80.3%-11.9pp |
| Annual return | 35.41% | 38.45%-3.0pp | 35.72%-0.3pp | 373.45%-338.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,924 | $5,454-46.4% | $4,879-40.1% | $6,711-56.4% |
| Admin fee / account holder | $7 | $7,882-99.9% | $6,733-99.9% | $11,407-99.9% |