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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 | $20,868 | $198,457-89.5% | $170,435-87.8% | $147,586-85.9% |
| Participation rate | 34.8% | 88.0%-53.2pp | 83.6%-48.8pp | 82.8%-48.0pp |
| Annual return | 28.70% | 257.30%-228.6pp | 205.94%-177.2pp | 578.59%-549.9pp |
| Employer contribution / active EE | $517 | $6,183-91.6% | $5,432-90.5% | $4,876-89.4% |
| Participant deferral / active EE | $3,599 | $5,629-36.1% | $4,939-27.1% | $5,439-33.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |