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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 | $3,730 | $129,217-97.1% | $93,406-96.0% | $158,950-97.7% |
| Participation rate | 16.7% | 71.0%-54.3pp | 66.8%-50.1pp | 82.0%-65.3pp |
| Annual return | 71.70% | 118.21%-46.5pp | 78.05%-6.4pp | 302.91%-231.2pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $423 | $3,909-89.2% | $3,126-86.5% | $5,983-92.9% |
| Admin fee / account holder | $15 | $7,383-99.8% | $5,230-99.7% | $11,248-99.9% |