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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 | $13,105 | $154,228-91.5% | $145,433-91.0% | $137,256-90.5% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 32.28% | 74.59%-42.3pp | 66.58%-34.3pp | 220.34%-188.1pp |
| Employer contribution / active EE | $545 | $4,804-88.7% | $4,554-88.0% | $4,156-86.9% |
| Participant deferral / active EE | $2,452 | $8,216-70.2% | $7,897-69.0% | $6,407-61.7% |
| Admin fee / account holder | $129 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |