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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 | $7,237 | $100,970-92.8% | $96,576-92.5% | $137,256-94.7% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 76.49% | 38.16%+38.3pp | 38.47%+38.0pp | 220.34%-143.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,676 | $8,286-55.6% | $7,956-53.8% | $6,407-42.6% |
| Admin fee / account holder | $29 | $11,312-99.7% | $11,381-99.7% | $12,270-99.8% |