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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 | $10,615 | $134,817-92.1% | $123,973-91.4% | $155,188-93.2% |
| Participation rate | 38.5% | 79.4%-40.9pp | 76.7%-38.2pp | 80.8%-42.3pp |
| Annual return | 30.83% | 515.49%-484.7pp | 388.13%-357.3pp | 148.84%-118.0pp |
| Employer contribution / active EE | $730 | $4,425-83.5% | $4,126-82.3% | $4,248-82.8% |
| Participant deferral / active EE | $2,027 | $5,706-64.5% | $5,247-61.4% | $6,531-69.0% |
| Admin fee / account holder | $124 | $13,245-99.1% | $11,799-98.9% | $14,480-99.1% |