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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 | $16,021 | $198,462-91.9% | $170,439-90.6% | $147,585-89.1% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 25.12% | 257.30%-232.2pp | 205.94%-180.8pp | 578.58%-553.5pp |
| Employer contribution / active EE | $630 | $6,184-89.8% | $5,433-88.4% | $4,876-87.1% |
| Participant deferral / active EE | $2,312 | $5,629-58.9% | $4,939-53.2% | $5,439-57.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |