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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 | $4,253 | $148,582-97.1% | $135,942-96.9% | $139,456-97.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 71.33% | 79.26%-7.9pp | 68.28%+3.1pp | 373.45%-302.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,102 | $8,101+12.3% | $7,759+17.3% | $6,711+35.6% |
| Admin fee / account holder | $271 | $12,402-97.8% | $10,764-97.5% | $11,407-97.6% |