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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 | $3,469 | $114,013-97.0% | $103,693-96.7% | $155,188-97.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 660.80% | 49.31%+611.5pp | 47.61%+613.2pp | 148.84%+512.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,995 | $4,970-59.9% | $4,579-56.4% | $6,531-69.4% |
| Admin fee / account holder | $22 | $8,407-99.7% | $7,858-99.7% | $14,480-99.9% |