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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 | $7,041 | $105,158-93.3% | $94,672-92.6% | $139,487-95.0% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 41.89% | 38.11%+3.8pp | 156.89%-115.0pp | 373.84%-332.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,500 | $7,599-53.9% | $7,417-52.8% | $6,713-47.9% |
| Admin fee / account holder | $7 | $8,972-99.9% | $7,222-99.9% | $11,407-99.9% |