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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 | $10,532 | $93,617-88.8% | $135,982-92.3% | $75,177-86.0% |
| Participation rate | 27.6% | 75.2%-47.6pp | 81.9%-54.3pp | 67.2%-39.6pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $459 | $3,538-87.0% | $4,859-90.5% | $2,671-82.8% |
| Participant deferral / active EE | $2,521 | $6,406-60.6% | $7,760-67.5% | $4,126-38.9% |
| Admin fee / account holder | $11 | $6,980-99.8% | $10,767-99.9% | $5,651-99.8% |