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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 | $7,377 | $150,412-95.1% | $120,574-93.9% | $145,884-94.9% |
| Participation rate | 57.1% | 78.8%-21.7pp | 71.9%-14.8pp | 80.3%-23.2pp |
| Annual return | 10.46% | 154.50%-144.0pp | 107.42%-97.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,463 | $6,175-76.3% | $4,996-70.7% | $6,690-78.1% |
| Admin fee / account holder | $37 | $12,224-99.7% | $9,445-99.6% | $13,392-99.7% |