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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 | $9,763 | $49,199-80.2% | $121,210-91.9% | $75,177-87.0% |
| Participation rate | 25.0% | 55.4%-30.4pp | 69.5%-44.5pp | 67.2%-42.2pp |
| Annual return | 19.94% | 56.04%-36.1pp | 987.41%-967.5pp | 160.75%-140.8pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $971 | $2,630-63.1% | $4,084-76.2% | $4,126-76.5% |
| Admin fee / account holder | $160 | $3,946-96.0% | $5,647-97.2% | $5,651-97.2% |