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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 | $600 | $76,634-99.2% | $56,054-98.9% | $145,978-99.6% |
| Participation rate | 65.0% | 63.2%+1.8pp | 52.5%+12.5pp | 80.3%-15.3pp |
| Annual return | 54.35% | 3004.33%-2950.0pp | 1705.95%-1651.6pp | 550.52%-496.2pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $394 | $2,622-85.0% | $1,952-79.8% | $6,690-94.1% |
| Admin fee / account holder | $7 | $3,321-99.8% | $2,822-99.8% | $13,400-99.9% |