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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 | $5,285 | $129,959-95.9% | $104,301-94.9% | $134,532-96.1% |
| Participation rate | 55.6% | 79.5%-24.0pp | 73.3%-17.7pp | 81.2%-25.7pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.27%-418.3pp |
| Employer contribution / active EE | $546 | $4,185-87.0% | $3,373-83.8% | $4,741-88.5% |
| Participant deferral / active EE | $2,546 | $5,589-54.4% | $4,626-45.0% | $6,401-60.2% |
| Admin fee / account holder | $197 | $9,325-97.9% | $7,340-97.3% | $11,429-98.3% |