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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 | $4,721 | $51,638-90.9% | $129,406-96.4% | $80,959-94.2% |
| Participation rate | 28.6% | 56.9%-28.4pp | 69.6%-41.1pp | 67.7%-39.1pp |
| Annual return | 16.94% | 20.78%-3.8pp | 9468.18%-9451.2pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $787 | $2,670-70.5% | $4,167-81.1% | $4,300-81.7% |
| Admin fee / account holder | $85 | $4,313-98.0% | $7,689-98.9% | $6,925-98.8% |