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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 | $10,224 | $174,379-94.1% | $152,093-93.3% | $138,895-92.6% |
| Participation rate | 41.7% | 81.6%-40.0pp | 77.8%-36.1pp | 79.9%-38.3pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $837 | $4,652-82.0% | $4,175-79.9% | $4,194-80.0% |
| Participant deferral / active EE | $4,213 | $6,159-31.6% | $5,451-22.7% | $6,396-34.1% |
| Admin fee / account holder | $45 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |