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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 | $13,717 | $184,014-92.5% | $161,149-91.5% | $138,895-90.1% |
| Participation rate | 36.8% | 82.1%-45.2pp | 78.8%-42.0pp | 79.9%-43.1pp |
| Annual return | 0.00% | 21.52%-21.5pp | 21.16%-21.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $548 | $5,055-89.2% | $4,360-87.4% | $4,194-86.9% |
| Participant deferral / active EE | $6,689 | $6,909-3.2% | $6,153+8.7% | $6,396+4.6% |
| Admin fee / account holder | $4 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |