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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 | $14,359 | $157,304-90.9% | $141,197-89.8% | $152,909-90.6% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 27.19% | 64.34%-37.2pp | 71.41%-44.2pp | 345.46%-318.3pp |
| Employer contribution / active EE | $722 | $5,263-86.3% | $4,736-84.8% | $4,764-84.9% |
| Participant deferral / active EE | $2,545 | $7,111-64.2% | $6,710-62.1% | $5,851-56.5% |
| Admin fee / account holder | $170 | $12,126-98.6% | $10,265-98.3% | $11,601-98.5% |