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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 | $7,134 | $126,661-94.4% | $113,397-93.7% | $138,895-94.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 41.52% | 25.05%+16.5pp | 23.20%+18.3pp | 145.39%-103.9pp |
| Employer contribution / active EE | $816 | $3,456-76.4% | $2,977-72.6% | $4,194-80.5% |
| Participant deferral / active EE | $2,929 | $5,693-48.5% | $5,076-42.3% | $6,396-54.2% |
| Admin fee / account holder | $16 | $14,549-99.9% | $11,957-99.9% | $12,562-99.9% |