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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 | $554 | $29,716-98.1% | $56,077-99.0% | $80,925-99.3% |
| Participation rate | 55.2% | 41.7%+13.5pp | 52.5%+2.7pp | 67.7%-12.5pp |
| Annual return | 14.67% | 35.30%-20.6pp | 1709.28%-1694.6pp | 35.65%-21.0pp |
| Employer contribution / active EE | $14 | $671-97.9% | $1,040-98.6% | $2,756-99.5% |
| Participant deferral / active EE | $517 | $1,228-57.9% | $1,954-73.5% | $4,299-88.0% |
| Admin fee / account holder | $140 | $2,432-94.2% | $2,825-95.0% | $6,940-98.0% |