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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 | $4,237 | $172,111-97.5% | $150,298-97.2% | $137,256-96.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 26.34% | 69.37%-43.0pp | 62.79%-36.4pp | 220.34%-194.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,956 | $6,166-68.3% | $5,453-64.1% | $6,407-69.5% |
| Admin fee / account holder | $9 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |