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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 | $4,026 | $126,113-96.8% | $116,096-96.5% | $155,188-97.4% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 47.14% | 391.72%-344.6pp | 326.25%-279.1pp | 148.84%-101.7pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,964 | $4,162-52.8% | $3,952-50.3% | $6,531-69.9% |
| Admin fee / account holder | $6 | $8,045-99.9% | $7,704-99.9% | $14,480-100.0% |