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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 | $6,875 | $115,814-94.1% | $101,275-93.2% | $158,982-95.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 21.93% | 56.16%-34.2pp | 46.48%-24.5pp | 302.99%-281.1pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,499 | $4,958-69.8% | $4,371-65.7% | $5,983-75.0% |
| Admin fee / account holder | $271 | $7,249-96.3% | $5,948-95.5% | $11,252-97.6% |