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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 | $3,234 | $103,038-96.9% | $90,324-96.4% | $152,909-97.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 44.76% | 95.25%-50.5pp | 78.15%-33.4pp | 345.46%-300.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,152 | $4,282-49.8% | $3,885-44.6% | $5,851-63.2% |
| Admin fee / account holder | $43 | $6,177-99.3% | $5,356-99.2% | $11,601-99.6% |