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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 | $21,754 | $150,447-85.5% | $136,298-84.0% | $147,586-85.3% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 17.46% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $824 | $5,256-84.3% | $4,696-82.5% | $4,876-83.1% |
| Participant deferral / active EE | $4,240 | $6,631-36.1% | $6,247-32.1% | $5,439-22.0% |
| Admin fee / account holder | $190 | $10,906-98.3% | $9,244-97.9% | $10,886-98.3% |