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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 | $9,238 | $150,447-93.9% | $136,298-93.2% | $147,586-93.7% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 27.38% | 1049.15%-1021.8pp | 5156.27%-5128.9pp | 578.59%-551.2pp |
| Employer contribution / active EE | $866 | $5,256-83.5% | $4,696-81.5% | $4,876-82.2% |
| Participant deferral / active EE | $2,380 | $6,631-64.1% | $6,247-61.9% | $5,439-56.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |