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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 | $10,075 | $183,516-94.5% | $155,534-93.5% | $145,884-93.1% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 22.52% | 61.43%-38.9pp | 64.92%-42.4pp | 551.85%-529.3pp |
| Employer contribution / active EE | $914 | $5,315-82.8% | $4,675-80.4% | $4,662-80.4% |
| Participant deferral / active EE | $2,271 | $6,467-64.9% | $5,630-59.7% | $6,690-66.1% |
| Admin fee / account holder | $229 | $19,293-98.8% | $15,900-98.6% | $13,392-98.3% |