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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 | $4,509 | $101,063-95.5% | $81,473-94.5% | $147,586-96.9% |
| Participation rate | 25.0% | 74.5%-49.5pp | 68.0%-43.0pp | 82.8%-57.8pp |
| Annual return | 145.90% | 32.41%+113.5pp | 38.78%+107.1pp | 578.59%-432.7pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $825 | $4,242-80.6% | $3,537-76.7% | $5,439-84.8% |
| Admin fee / account holder | $9 | $5,812-99.9% | $4,561-99.8% | $10,886-99.9% |