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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 | $4,546 | $100,139-95.5% | $85,187-94.7% | $145,884-96.9% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 11.60% | 84.15%-72.6pp | 66.67%-55.1pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,820 | $5,296-65.6% | $4,525-59.8% | $6,690-72.8% |
| Admin fee / account holder | $21 | $7,262-99.7% | $6,162-99.7% | $13,392-99.8% |