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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 | $15,215 | $152,619-90.0% | $125,195-87.8% | $152,909-90.0% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.6pp | 82.5%-13.2pp |
| Annual return | 29.98% | 54.85%-24.9pp | 43.79%-13.8pp | 345.46%-315.5pp |
| Employer contribution / active EE | $705 | $4,947-85.8% | $3,866-81.8% | $4,764-85.2% |
| Participant deferral / active EE | $1,919 | $5,869-67.3% | $4,937-61.1% | $5,851-67.2% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |