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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 | $32,045 | $198,457-83.9% | $170,435-81.2% | $147,586-78.3% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 17.45% | 257.30%-239.9pp | 205.94%-188.5pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,050 | $6,183-83.0% | $5,432-80.7% | $4,876-78.5% |
| Participant deferral / active EE | $3,808 | $5,629-32.4% | $4,939-22.9% | $5,439-30.0% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |