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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 | $12,297 | $148,623-91.7% | $135,974-91.0% | $139,466-91.2% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 233.28% | 79.30%+154.0pp | 68.30%+165.0pp | 373.66%-140.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,273 | $8,103-59.6% | $7,760-57.8% | $6,712-51.2% |
| Admin fee / account holder | $10 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |