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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 | $13,414 | $209,336-93.6% | $197,124-93.2% | $137,256-90.2% |
| Participation rate | 63.6% | 87.3%-23.7pp | 86.7%-23.1pp | 80.0%-16.3pp |
| Annual return | 33.18% | 48.09%-14.9pp | 44.34%-11.2pp | 220.34%-187.2pp |
| Employer contribution / active EE | $1,010 | $6,591-84.7% | $6,227-83.8% | $4,156-75.7% |
| Participant deferral / active EE | $3,802 | $9,614-60.5% | $9,135-58.4% | $6,407-40.7% |
| Admin fee / account holder | $82 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |