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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 | $11,016 | $202,342-94.6% | $172,752-93.6% | $152,897-92.8% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.5%-35.8pp |
| Annual return | 43.20% | 1029.83%-986.6pp | 802.97%-759.8pp | 345.43%-302.2pp |
| Employer contribution / active EE | $438 | $5,858-92.5% | $5,144-91.5% | $4,764-90.8% |
| Participant deferral / active EE | $2,226 | $5,948-62.6% | $5,198-57.2% | $5,851-61.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |