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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 | $13,394 | $176,120-92.4% | $159,487-91.6% | $167,553-92.0% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 24.16% | 331.95%-307.8pp | 263.71%-239.5pp | 478.89%-454.7pp |
| Employer contribution / active EE | $741 | $5,299-86.0% | $4,831-84.7% | $4,840-84.7% |
| Participant deferral / active EE | $3,149 | $7,752-59.4% | $7,354-57.2% | $6,343-50.4% |
| Admin fee / account holder | $54 | $12,561-99.6% | $10,804-99.5% | $12,316-99.6% |