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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 | $6,003 | $125,778-95.2% | $114,563-94.8% | $154,746-96.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 32.76% | 295.14%-262.4pp | 241.09%-208.3pp | 172.34%-139.6pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,064 | $4,445-53.6% | $4,142-50.2% | $6,730-69.3% |
| Admin fee / account holder | $195 | $8,190-97.6% | $7,623-97.4% | $14,365-98.6% |