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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 | $4,186 | $106,918-96.1% | $84,021-95.0% | $152,897-97.3% |
| Participation rate | 45.5% | 75.2%-29.8pp | 69.0%-23.6pp | 82.5%-37.0pp |
| Annual return | 80.36% | 105.01%-24.6pp | 71.32%+9.0pp | 345.43%-265.1pp |
| Employer contribution / active EE | $227 | $2,735-91.7% | $1,984-88.5% | $4,764-95.2% |
| Participant deferral / active EE | $1,300 | $4,012-67.6% | $3,239-59.9% | $5,851-77.8% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |