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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 | $6,357 | $48,570-86.9% | $130,660-95.1% | $72,975-91.3% |
| Participation rate | 50.0% | 58.6%-8.6pp | 71.7%-21.7pp | 69.5%-19.5pp |
| Annual return | 26.56% | 38.63%-12.1pp | 1709.29%-1682.7pp | 81.01%-54.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,867 | $2,384-21.7% | $3,603-48.2% | $3,608-48.3% |
| Admin fee / account holder | $160 | $3,549-95.5% | $5,463-97.1% | $5,124-96.9% |