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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 | $649 | $27,924-97.7% | $58,544-98.9% | $75,181-99.1% |
| Participation rate | 52.9% | 38.8%+14.1pp | 50.9%+2.1pp | 67.2%-14.3pp |
| Annual return | 40.59% | 44.20%-3.6pp | 4249.56%-4209.0pp | 160.69%-120.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $358 | $1,202-70.2% | $1,923-81.4% | $4,126-91.3% |
| Admin fee / account holder | $6 | $1,726-99.7% | $2,520-99.8% | $5,650-99.9% |