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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 | $11,767 | $197,637-94.0% | $177,848-93.4% | $158,982-92.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 59.19% | 58.77%+0.4pp | 48.33%+10.9pp | 302.99%-243.8pp |
| Employer contribution / active EE | $243 | $6,698-96.4% | $5,919-95.9% | $4,763-94.9% |
| Participant deferral / active EE | $5,318 | $8,405-36.7% | $7,714-31.1% | $5,983-11.1% |
| Admin fee / account holder | $16 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |