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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 | $14,132 | $121,701-88.4% | $104,639-86.5% | $158,982-91.1% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 156.92% | 465.72%-308.8pp | 340.67%-183.7pp | 302.99%-146.1pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,382 | $4,176+4.9% | $3,738+17.2% | $5,983-26.8% |
| Admin fee / account holder | $61 | $7,778-99.2% | $6,465-99.1% | $11,252-99.5% |