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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 | $6,788 | $107,341-93.7% | $92,897-92.7% | $152,870-95.6% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.4%-40.3pp |
| Annual return | 28.69% | 145.59%-116.9pp | 109.42%-80.7pp | 345.34%-316.6pp |
| Employer contribution / active EE | $483 | $4,221-88.6% | $3,653-86.8% | $4,763-89.9% |
| Participant deferral / active EE | $1,448 | $4,847-70.1% | $4,238-65.8% | $5,850-75.2% |
| Admin fee / account holder | $59 | $7,080-99.2% | $5,794-99.0% | $11,597-99.5% |