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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 | $21,479 | $150,447-85.7% | $136,298-84.2% | $147,586-85.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 22.74% | 1049.15%-1026.4pp | 5156.27%-5133.5pp | 578.59%-555.9pp |
| Employer contribution / active EE | $512 | $5,256-90.3% | $4,696-89.1% | $4,876-89.5% |
| Participant deferral / active EE | $2,926 | $6,631-55.9% | $6,247-53.2% | $5,439-46.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |