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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 | $5,224 | $91,559-94.3% | $133,978-96.1% | $79,856-93.5% |
| Participation rate | 60.7% | 73.3%-12.6pp | 79.8%-19.1pp | 69.6%-8.9pp |
| Annual return | 250.01% | 61.85%+188.2pp | 45.10%+204.9pp | 31.71%+218.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,600 | $3,734-30.4% | $5,047-48.5% | $3,741-30.5% |
| Admin fee / account holder | $10 | $6,321-99.8% | $8,930-99.9% | $5,306-99.8% |