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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 | $2,309 | $96,643-97.6% | $86,617-97.3% | $139,456-98.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.53% | 106.57%-89.0pp | 591.91%-574.4pp | 373.45%-355.9pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,042 | $4,835-78.4% | $4,437-76.5% | $6,711-84.5% |
| Admin fee / account holder | $32 | $6,406-99.5% | $5,613-99.4% | $11,407-99.7% |