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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 | $4,301 | $106,247-96.0% | $96,515-95.5% | $139,466-96.9% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 103.27% | 38.47%+64.8pp | 35.73%+67.5pp | 373.66%-270.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,372 | $5,456-56.5% | $4,880-51.4% | $6,712-64.7% |
| Admin fee / account holder | $11 | $7,885-99.9% | $6,735-99.8% | $11,409-99.9% |