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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 | $8,855 | $51,642-82.9% | $129,384-93.2% | $80,935-89.1% |
| Participation rate | 18.6% | 56.9%-38.3pp | 69.6%-51.0pp | 67.7%-49.1pp |
| Annual return | 17.81% | 20.78%-3.0pp | 9461.77%-9444.0pp | 35.66%-17.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $839 | $2,670-68.6% | $4,166-79.9% | $4,299-80.5% |
| Admin fee / account holder | $50 | $4,312-98.8% | $7,686-99.3% | $6,924-99.3% |