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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 | $20,271 | $135,956-85.1% | $123,894-83.6% | $273,972-92.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 11662.50% | 56.63%+11605.9pp | 47.52%+11615.0pp | 41.46%+11621.0pp |
| Employer contribution / active EE | $211 | $5,170-95.9% | $4,617-95.4% | $4,869-95.7% |
| Participant deferral / active EE | $9,454 | $6,343+49.1% | $5,984+58.0% | $5,287+78.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |