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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 | $1,177 | $176,688-99.3% | $130,660-99.1% | $152,909-99.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 30.46% | 2693.08%-2662.6pp | 1709.29%-1678.8pp | 345.46%-315.0pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $285 | $4,362-93.5% | $3,603-92.1% | $5,851-95.1% |
| Admin fee / account holder | $9 | $7,131-99.9% | $5,463-99.8% | $11,601-99.9% |