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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 | $7,422 | $165,399-95.5% | $149,745-95.0% | $158,982-95.3% |
| Participation rate | 61.9% | 84.6%-22.7pp | 82.5%-20.6pp | 82.0%-20.1pp |
| Annual return | 68.06% | 348.34%-280.3pp | 276.72%-208.7pp | 302.99%-234.9pp |
| Employer contribution / active EE | $564 | $5,105-89.0% | $4,646-87.9% | $4,763-88.2% |
| Participant deferral / active EE | $3,556 | $7,183-50.5% | $6,843-48.0% | $5,983-40.6% |
| Admin fee / account holder | $3 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |