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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 | $10,347 | $91,198-88.7% | $178,503-94.2% | $79,856-87.0% |
| Participation rate | 18.5% | 69.2%-50.7pp | 81.9%-63.4pp | 69.6%-51.1pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $316 | $3,257-90.3% | $5,011-93.7% | $2,471-87.2% |
| Participant deferral / active EE | $1,509 | $3,237-53.4% | $5,202-71.0% | $3,741-59.7% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |