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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 | $1,716 | $70,366-97.6% | $66,674-97.4% | $138,895-98.8% |
| Participation rate | 69.2% | 76.2%-6.9pp | 73.7%-4.4pp | 79.9%-10.7pp |
| Annual return | 25.65% | 386.41%-360.8pp | 321.24%-295.6pp | 145.39%-119.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $770 | $4,374-82.4% | $4,084-81.2% | $6,396-88.0% |
| Admin fee / account holder | $18 | $5,262-99.7% | $5,098-99.6% | $12,562-99.9% |