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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 | $718 | $27,936-97.4% | $58,561-98.8% | $75,173-99.0% |
| Participation rate | 51.1% | 38.8%+12.2pp | 50.9%+0.2pp | 67.2%-16.1pp |
| Annual return | 20.76% | 44.21%-23.5pp | 4251.33%-4230.6pp | 160.72%-140.0pp |
| Employer contribution / active EE | $7 | $670-98.9% | $1,053-99.3% | $2,671-99.7% |
| Participant deferral / active EE | $425 | $1,202-64.6% | $1,923-77.9% | $4,126-89.7% |
| Admin fee / account holder | $112 | $1,727-93.5% | $2,520-95.6% | $5,651-98.0% |