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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 | $3,690 | $129,239-97.1% | $93,419-96.1% | $158,966-97.7% |
| Participation rate | 50.0% | 70.9%-20.9pp | 66.8%-16.8pp | 82.0%-32.0pp |
| Annual return | 37.29% | 118.21%-80.9pp | 78.05%-40.8pp | 302.95%-265.7pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,000 | $3,909-74.4% | $3,126-68.0% | $5,983-83.3% |
| Admin fee / account holder | $30 | $7,383-99.6% | $5,230-99.4% | $11,250-99.7% |