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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 | $510 | $27,924-98.2% | $58,544-99.1% | $75,181-99.3% |
| Participation rate | 64.0% | 38.8%+25.2pp | 50.9%+13.1pp | 67.2%-3.2pp |
| Annual return | 20.47% | 44.20%-23.7pp | 4249.56%-4229.1pp | 160.69%-140.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $206 | $1,202-82.8% | $1,923-89.3% | $4,126-95.0% |
| Admin fee / account holder | $73 | $1,726-95.8% | $2,520-97.1% | $5,650-98.7% |