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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 | $4,926 | $96,691-94.9% | $86,656-94.3% | $139,487-96.5% |
| Participation rate | 65.0% | 74.4%-9.4pp | 71.7%-6.7pp | 80.3%-15.3pp |
| Annual return | 55.14% | 106.87%-51.7pp | 593.09%-538.0pp | 373.84%-318.7pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,812 | $4,838-41.9% | $4,439-36.6% | $6,713-58.1% |
| Admin fee / account holder | $233 | $6,414-96.4% | $5,619-95.9% | $11,407-98.0% |