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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 | $919 | $81,763-98.9% | $58,561-98.4% | $139,466-99.3% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 47.01% | 7427.77%-7380.8pp | 4251.33%-4204.3pp | 373.66%-326.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $461 | $2,555-81.9% | $1,923-76.0% | $6,712-93.1% |
| Admin fee / account holder | $2 | $3,273-99.9% | $2,520-99.9% | $11,409-100.0% |