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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 | $3,286 | $111,785-97.1% | $93,669-96.5% | $145,877-97.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.48% | 203.79%-189.3pp | 133.59%-119.1pp | 551.28%-536.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,561 | $4,919-47.9% | $4,416-42.0% | $6,691-61.7% |
| Admin fee / account holder | $39 | $10,256-99.6% | $8,291-99.5% | $13,402-99.7% |