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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 | $4,655 | $202,463-97.7% | $169,397-97.3% | $139,487-96.7% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 439.31% | 532.64%-93.3pp | 406.23%+33.1pp | 373.84%+65.5pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,391 | $6,941-65.6% | $6,223-61.6% | $6,713-64.4% |
| Admin fee / account holder | $181 | $10,726-98.3% | $9,017-98.0% | $11,407-98.4% |