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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 | $14,384 | $177,353-91.9% | $158,226-90.9% | $198,609-92.8% |
| Participation rate | 66.7% | 77.0%-10.4pp | 74.8%-8.2pp | 82.4%-15.7pp |
| Annual return | 24.02% | 599.50%-575.5pp | 501.41%-477.4pp | 202.70%-178.7pp |
| Employer contribution / active EE | $516 | $3,239-84.1% | $2,986-82.7% | $5,055-89.8% |
| Participant deferral / active EE | $4,561 | $4,615-1.2% | $4,317+5.7% | $6,977-34.6% |
| Admin fee / account holder | $54 | $10,960-99.5% | $10,217-99.5% | $19,030-99.7% |