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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 | $2,292 | $96,388-97.6% | $80,627-97.2% | $139,466-98.4% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 19.72% | 1352.08%-1332.4pp | 936.76%-917.0pp | 373.66%-353.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $882 | $5,224-83.1% | $4,443-80.1% | $6,712-86.9% |
| Admin fee / account holder | $55 | $6,603-99.2% | $5,381-99.0% | $11,409-99.5% |