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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 | $9,274 | $117,846-92.1% | $102,434-90.9% | $145,884-93.6% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 12.36% | 31.90%-19.5pp | 29.46%-17.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,664 | $5,733-53.5% | $5,055-47.3% | $6,690-60.2% |
| Admin fee / account holder | $40 | $13,356-99.7% | $9,462-99.6% | $13,392-99.7% |