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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 | $13,998 | $175,212-92.0% | $149,682-90.6% | $139,427-90.0% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 0.00% | 166.63%-166.6pp | 134.35%-134.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $250 | $5,475-95.4% | $4,818-94.8% | $4,752-94.7% |
| Participant deferral / active EE | $2,292 | $6,520-64.9% | $5,681-59.7% | $6,711-65.9% |
| Admin fee / account holder | $3 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |