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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 | $7,180 | $183,516-96.1% | $155,534-95.4% | $145,884-95.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,007 | $5,315-81.0% | $4,675-78.5% | $4,662-78.4% |
| Participant deferral / active EE | $2,228 | $6,467-65.5% | $5,630-60.4% | $6,690-66.7% |
| Admin fee / account holder | $16 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |