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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 | $7,543 | $100,970-92.5% | $96,576-92.2% | $137,256-94.5% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 42.73% | 38.16%+4.6pp | 38.47%+4.3pp | 220.34%-177.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,634 | $8,286-56.2% | $7,956-54.3% | $6,407-43.3% |
| Admin fee / account holder | $12 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |