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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 | $19,090 | $157,296-87.9% | $141,191-86.5% | $152,897-87.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 59.49% | 64.34%-4.8pp | 71.41%-11.9pp | 345.43%-285.9pp |
| Employer contribution / active EE | $730 | $5,262-86.1% | $4,736-84.6% | $4,764-84.7% |
| Participant deferral / active EE | $7,574 | $7,111+6.5% | $6,710+12.9% | $5,851+29.4% |
| Admin fee / account holder | $89 | $12,125-99.3% | $10,264-99.1% | $11,599-99.2% |