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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 | $10,109 | $106,267-90.5% | $96,520-89.5% | $139,456-92.8% |
| Participation rate | 26.7% | 77.8%-51.2pp | 74.3%-47.7pp | 80.3%-53.7pp |
| Annual return | 0.00% | 38.45%-38.5pp | 35.72%-35.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $775 | $4,105-81.1% | $3,739-79.3% | $4,753-83.7% |
| Participant deferral / active EE | $1,880 | $5,454-65.5% | $4,879-61.5% | $6,711-72.0% |
| Admin fee / account holder | $20 | $7,882-99.7% | $6,733-99.7% | $11,407-99.8% |