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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 | $18,963 | $183,978-89.7% | $162,171-88.3% | $152,885-87.6% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.5%-25.3pp |
| Annual return | 37.27% | 150.78%-113.5pp | 115.60%-78.3pp | 345.39%-308.1pp |
| Employer contribution / active EE | $1,069 | $6,370-83.2% | $5,613-81.0% | $4,763-77.6% |
| Participant deferral / active EE | $3,822 | $8,033-52.4% | $7,297-47.6% | $5,851-34.7% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |