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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 | $13,099 | $175,257-92.5% | $149,717-91.3% | $139,456-90.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 0.00% | 166.70%-166.7pp | 134.41%-134.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $209 | $5,477-96.2% | $4,820-95.7% | $4,753-95.6% |
| Participant deferral / active EE | $7,762 | $6,521+19.0% | $5,682+36.6% | $6,711+15.6% |
| Admin fee / account holder | $4 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |