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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 | $4,078 | $102,245-96.0% | $89,340-95.4% | $137,256-97.0% |
| Participation rate | 64.3% | 74.9%-10.6pp | 69.6%-5.3pp | 80.0%-15.7pp |
| Annual return | 381.42% | 21.89%+359.5pp | 20.57%+360.8pp | 220.34%+161.1pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,855 | $4,436-58.2% | $3,823-51.5% | $6,407-71.0% |
| Admin fee / account holder | $155 | $8,085-98.1% | $6,704-97.7% | $12,270-98.7% |