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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 | $6,638 | $111,787-94.1% | $93,681-92.9% | $145,978-95.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 15.27% | 203.52%-188.2pp | 133.47%-118.2pp | 550.52%-535.2pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,280 | $4,918-53.6% | $4,415-48.4% | $6,690-65.9% |
| Admin fee / account holder | $26 | $10,256-99.7% | $8,290-99.7% | $13,400-99.8% |