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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 | $6,001 | $148,582-96.0% | $135,942-95.6% | $139,456-95.7% |
| Participation rate | 57.9% | 83.9%-26.0pp | 81.9%-24.0pp | 80.3%-22.4pp |
| Annual return | 30.09% | 79.26%-49.2pp | 68.28%-38.2pp | 373.45%-343.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,521 | $8,101-68.9% | $7,759-67.5% | $6,711-62.4% |
| Admin fee / account holder | $69 | $12,402-99.4% | $10,764-99.4% | $11,407-99.4% |