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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 | $4,831 | $102,595-95.3% | $94,057-94.9% | $154,746-96.9% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 23.61% | 583.42%-559.8pp | 480.62%-457.0pp | 172.34%-148.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,338 | $5,118-73.9% | $4,709-71.6% | $6,730-80.1% |
| Admin fee / account holder | $22 | $7,736-99.7% | $7,244-99.7% | $14,365-99.8% |