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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 | $956 | $27,943-96.6% | $58,507-98.4% | $75,177-98.7% |
| Participation rate | 64.7% | 38.8%+25.9pp | 50.9%+13.8pp | 67.2%-2.5pp |
| Annual return | 60.42% | 44.22%+16.2pp | 4252.32%-4191.9pp | 160.75%-100.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $496 | $1,202-58.7% | $1,922-74.2% | $4,126-88.0% |
| Admin fee / account holder | $3 | $1,727-99.8% | $2,486-99.9% | $5,651-100.0% |