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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 | $4,210 | $96,643-95.6% | $86,617-95.1% | $139,456-97.0% |
| Participation rate | 68.4% | 74.4%-6.0pp | 71.7%-3.3pp | 80.3%-11.9pp |
| Annual return | 21.14% | 106.57%-85.4pp | 591.91%-570.8pp | 373.45%-352.3pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,525 | $4,835-68.5% | $4,437-65.6% | $6,711-77.3% |
| Admin fee / account holder | $100 | $6,406-98.4% | $5,613-98.2% | $11,407-99.1% |