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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 | $4,124 | $104,520-96.1% | $76,823-94.6% | $152,885-97.3% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 44.59% | 1014.03%-969.4pp | 1166.42%-1121.8pp | 345.39%-300.8pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,588 | $4,236-38.9% | $3,336-22.4% | $5,851-55.8% |
| Admin fee / account holder | $249 | $12,283-98.0% | $6,422-96.1% | $11,598-97.9% |