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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 | $3,681 | $77,908-95.3% | $149,696-97.5% | $75,173-95.1% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 52.26% | 31.73%+20.5pp | 134.46%-82.2pp | 160.72%-108.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,768 | $3,411-48.2% | $5,682-68.9% | $4,126-57.1% |
| Admin fee / account holder | $9 | $5,950-99.8% | $13,212-99.9% | $5,651-99.8% |