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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 | $2,845 | $69,274-95.9% | $64,097-95.6% | $139,487-98.0% |
| Participation rate | 55.6% | 75.6%-20.1pp | 72.3%-16.8pp | 80.3%-24.8pp |
| Annual return | 42.12% | 46.00%-3.9pp | 33.75%+8.4pp | 373.84%-331.7pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $987 | $4,685-78.9% | $3,881-74.6% | $6,713-85.3% |
| Admin fee / account holder | $3 | $4,247-99.9% | $3,070-99.9% | $11,407-100.0% |