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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 | $7,300 | $289,211-97.5% | $260,467-97.2% | $198,609-96.3% |
| Participation rate | 28.6% | 83.1%-54.5pp | 80.5%-51.9pp | 82.4%-53.8pp |
| Annual return | 0.00% | 112.90%-112.9pp | 100.60%-100.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,045 | $6,812-70.0% | $6,319-67.6% | $6,977-70.7% |
| Admin fee / account holder | $6 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |