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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 | $400 | $150,346-99.7% | $120,524-99.7% | $145,877-99.7% |
| Participation rate | 64.7% | 78.8%-14.1pp | 71.9%-7.2pp | 80.3%-15.6pp |
| Annual return | 12.71% | 154.40%-141.7pp | 107.36%-94.7pp | 551.28%-538.6pp |
| Employer contribution / active EE | $349 | $4,353-92.0% | $3,469-89.9% | $4,663-92.5% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |