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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 | $830 | $28,624-97.1% | $53,647-98.5% | $82,637-99.0% |
| Participation rate | 56.5% | 47.3%+9.2pp | 56.3%+0.2pp | 68.1%-11.6pp |
| Annual return | 20.45% | 664.98%-644.5pp | 358.33%-337.9pp | 53.51%-33.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $283 | $1,196-76.3% | $1,813-84.4% | $4,126-93.1% |
| Admin fee / account holder | $73 | $2,022-96.4% | $2,460-97.0% | $7,339-99.0% |