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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 | $642 | $29,736-97.8% | $56,033-98.9% | $80,935-99.2% |
| Participation rate | 50.9% | 41.7%+9.2pp | 52.5%-1.6pp | 67.7%-16.8pp |
| Annual return | 12.98% | 35.28%-22.3pp | 1711.38%-1698.4pp | 35.66%-22.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $331 | $1,228-73.1% | $1,954-83.1% | $4,299-92.3% |
| Admin fee / account holder | $14 | $2,434-99.4% | $2,827-99.5% | $6,924-99.8% |