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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 | $6,161 | $138,312-95.5% | $122,979-95.0% | $155,188-96.0% |
| Participation rate | 60.0% | 80.2%-20.2pp | 77.2%-17.2pp | 80.8%-20.8pp |
| Annual return | 29.99% | 22.06%+7.9pp | 20.12%+9.9pp | 148.84%-118.9pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,001 | $5,592-46.3% | $5,003-40.0% | $6,531-54.0% |
| Admin fee / account holder | $14 | $15,089-99.9% | $12,864-99.9% | $14,480-99.9% |