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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 | $22,053 | $198,457-88.9% | $170,435-87.1% | $147,586-85.1% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 17.21% | 257.30%-240.1pp | 205.94%-188.7pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,224 | $6,183-80.2% | $5,432-77.5% | $4,876-74.9% |
| Participant deferral / active EE | $2,043 | $5,629-63.7% | $4,939-58.6% | $5,439-62.4% |
| Admin fee / account holder | $239 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |