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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 | $4,223 | $106,008-96.0% | $92,240-95.4% | $147,586-97.1% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 20.17% | 50.05%-29.9pp | 176.29%-156.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,985 | $4,478-55.7% | $3,897-49.1% | $5,439-63.5% |
| Admin fee / account holder | $64 | $6,333-99.0% | $5,194-98.8% | $10,886-99.4% |