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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 | $9,077 | $103,393-91.2% | $87,103-89.6% | $152,909-94.1% |
| Participation rate | 33.3% | 79.4%-46.0pp | 76.9%-43.5pp | 82.5%-49.1pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $205 | $3,221-93.6% | $2,521-91.9% | $4,764-95.7% |
| Participant deferral / active EE | $2,558 | $4,778-46.5% | $4,049-36.8% | $5,851-56.3% |
| Admin fee / account holder | $18 | $12,195-99.9% | $7,491-99.8% | $11,601-99.8% |