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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 | $10,173 | $175,259-94.2% | $149,723-93.2% | $139,487-92.7% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 73.42% | 166.82%-93.4pp | 134.50%-61.1pp | 373.84%-300.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,614 | $6,522-44.6% | $5,682-36.4% | $6,713-46.2% |
| Admin fee / account holder | $12 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |