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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 | $15,031 | $157,296-90.4% | $141,191-89.4% | $152,897-90.2% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 31.97% | 64.34%-32.4pp | 71.41%-39.4pp | 345.43%-313.5pp |
| Employer contribution / active EE | $893 | $5,262-83.0% | $4,736-81.1% | $4,764-81.3% |
| Participant deferral / active EE | $3,548 | $7,111-50.1% | $6,710-47.1% | $5,851-39.4% |
| Admin fee / account holder | $91 | $12,125-99.3% | $10,264-99.1% | $11,599-99.2% |