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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 | $25,784 | $227,399-88.7% | $189,758-86.4% | $198,609-87.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 17.84% | 61.03%-43.2pp | 52.62%-34.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $921 | $5,526-83.3% | $4,767-80.7% | $5,055-81.8% |
| Participant deferral / active EE | $3,914 | $6,837-42.7% | $5,856-33.2% | $6,977-43.9% |
| Admin fee / account holder | $63 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |