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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 | $19,689 | $198,461-90.1% | $170,436-88.4% | $147,585-86.7% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 38.81% | 257.30%-218.5pp | 205.94%-167.1pp | 578.57%-539.8pp |
| Employer contribution / active EE | $350 | $6,184-94.3% | $5,433-93.6% | $4,876-92.8% |
| Participant deferral / active EE | $2,750 | $5,629-51.1% | $4,939-44.3% | $5,439-49.4% |
| Admin fee / account holder | $4 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |