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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 | $3,540 | $107,015-96.7% | $73,545-95.2% | $147,585-97.6% |
| Participation rate | 38.9% | 66.4%-27.5pp | 54.9%-16.0pp | 82.8%-43.9pp |
| Annual return | 70.76% | 38.25%+32.5pp | -15.16%+85.9pp | 578.58%-507.8pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $935 | $2,462-62.0% | $1,806-48.2% | $5,439-82.8% |
| Admin fee / account holder | $184 | $3,055-94.0% | $2,320-92.1% | $10,886-98.3% |