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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 | $7,837 | $104,106-92.5% | $71,086-89.0% | $135,382-94.2% |
| Participation rate | 62.5% | 65.7%-3.2pp | 54.7%+7.8pp | 82.6%-20.1pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,231 | $2,527+107.0% | $1,874+179.1% | $5,609-6.7% |
| Admin fee / account holder | $5 | $4,142-99.9% | $3,082-99.8% | $10,829-100.0% |