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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 | $3,123 | $73,421-95.7% | $66,439-95.3% | $155,188-98.0% |
| Participation rate | 63.6% | 79.7%-16.1pp | 74.5%-10.9pp | 80.8%-17.2pp |
| Annual return | 137.51% | 1382.37%-1244.9pp | 757.66%-620.2pp | 148.84%-11.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,753 | $4,680-62.5% | $3,876-54.8% | $6,531-73.2% |
| Admin fee / account holder | $3 | $8,856-100.0% | $6,173-99.9% | $14,480-100.0% |