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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 | $13,809 | $175,257-92.1% | $149,717-90.8% | $139,456-90.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 22.22% | 166.70%-144.5pp | 134.41%-112.2pp | 373.45%-351.2pp |
| Employer contribution / active EE | $910 | $5,477-83.4% | $4,820-81.1% | $4,753-80.9% |
| Participant deferral / active EE | $2,916 | $6,521-55.3% | $5,682-48.7% | $6,711-56.5% |
| Admin fee / account holder | $120 | $16,156-99.3% | $13,213-99.1% | $11,407-98.9% |