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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 | $7,453 | $148,623-95.0% | $135,974-94.5% | $139,466-94.7% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 87.38% | 79.30%+8.1pp | 68.30%+19.1pp | 373.66%-286.3pp |
| Employer contribution / active EE | $518 | $5,246-90.1% | $4,859-89.3% | $4,754-89.1% |
| Participant deferral / active EE | $3,525 | $8,103-56.5% | $7,760-54.6% | $6,712-47.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |