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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 | $3,765 | $77,638-95.2% | $156,551-97.6% | $62,881-94.0% |
| Participation rate | 67.9% | 71.2%-3.3pp | 84.0%-16.2pp | 69.3%-1.4pp |
| Annual return | 620.58% | 50.33%+570.3pp | 32.23%+588.4pp | 20.14%+600.4pp |
| Employer contribution / active EE | $219 | $3,444-93.6% | $5,501-96.0% | $2,281-90.4% |
| Participant deferral / active EE | $1,123 | $3,046-63.1% | $4,871-76.9% | $3,203-64.9% |
| Admin fee / account holder | $10 | $5,561-99.8% | $13,028-99.9% | $4,296-99.8% |