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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 | $13,633 | $150,446-90.9% | $136,297-90.0% | $147,585-90.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 24.47% | 1049.14%-1024.7pp | 5156.19%-5131.7pp | 578.58%-554.1pp |
| Employer contribution / active EE | $755 | $5,256-85.6% | $4,696-83.9% | $4,876-84.5% |
| Participant deferral / active EE | $2,917 | $6,631-56.0% | $6,247-53.3% | $5,439-46.4% |
| Admin fee / account holder | $246 | $10,906-97.7% | $9,244-97.3% | $10,886-97.7% |