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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 | $1,773 | $70,366-97.5% | $66,674-97.3% | $138,895-98.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 254.01% | 386.41%-132.4pp | 321.24%-67.2pp | 145.39%+108.6pp |
| Employer contribution / active EE | $386 | $2,765-86.1% | $2,620-85.3% | $4,194-90.8% |
| Participant deferral / active EE | $823 | $4,374-81.2% | $4,084-79.8% | $6,396-87.1% |
| Admin fee / account holder | $12 | $5,262-99.8% | $5,098-99.8% | $12,562-99.9% |