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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 | $12,058 | $212,386-94.3% | $199,883-94.0% | $138,895-91.3% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 34.93% | 47.75%-12.8pp | 43.81%-8.9pp | 145.39%-110.5pp |
| Employer contribution / active EE | $1,125 | $6,625-83.0% | $6,261-82.0% | $4,194-73.2% |
| Participant deferral / active EE | $3,856 | $9,617-59.9% | $9,138-57.8% | $6,396-39.7% |
| Admin fee / account holder | $17 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |