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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 | $975 | $156,927-99.4% | $121,169-99.2% | $139,456-99.3% |
| Participation rate | 60.9% | 76.4%-15.6pp | 69.5%-8.7pp | 80.3%-19.5pp |
| Annual return | 30.19% | 1475.85%-1445.7pp | 986.71%-956.5pp | 373.45%-343.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $850 | $4,848-82.5% | $4,083-79.2% | $6,711-87.3% |
| Admin fee / account holder | $110 | $6,946-98.4% | $5,645-98.1% | $11,407-99.0% |