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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 | $7,924 | $71,215-88.9% | $93,696-91.5% | $80,935-90.2% |
| Participation rate | 8.3% | 60.4%-52.1pp | 68.7%-60.4pp | 67.7%-59.3pp |
| Annual return | 12.89% | 11.27%+1.6pp | 133.74%-120.8pp | 35.66%-22.8pp |
| Employer contribution / active EE | $97 | $1,565-93.8% | $2,422-96.0% | $2,757-96.5% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $127 | $6,958-98.2% | $8,287-98.5% | $6,924-98.2% |