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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 | $10,820 | $138,078-92.2% | $125,363-91.4% | $134,509-92.0% |
| Participation rate | 55.0% | 84.5%-29.5pp | 82.4%-27.4pp | 81.2%-26.2pp |
| Annual return | -19.95% | 750.49%-770.4pp | 572.15%-592.1pp | 418.13%-438.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,536 | $7,800-54.7% | $7,447-52.5% | $6,400-44.7% |
| Admin fee / account holder | $4 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |