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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 | $4,365 | $182,442-97.6% | $163,379-97.3% | $138,895-96.9% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.8%-19.7pp | 79.9%-22.8pp |
| Annual return | 20.94% | 72.74%-51.8pp | 63.41%-42.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,373 | $6,817-79.9% | $6,282-78.1% | $6,396-78.5% |
| Admin fee / account holder | $81 | $10,396-99.2% | $9,818-99.2% | $12,562-99.4% |