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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 | $17,322 | $150,412-88.5% | $120,574-85.6% | $145,884-88.1% |
| Participation rate | 42.1% | 78.8%-36.7pp | 71.9%-29.8pp | 80.3%-38.2pp |
| Annual return | 13.08% | 154.50%-141.4pp | 107.42%-94.3pp | 551.85%-538.8pp |
| Employer contribution / active EE | $291 | $4,355-93.3% | $3,471-91.6% | $4,662-93.8% |
| Participant deferral / active EE | $2,986 | $6,175-51.6% | $4,996-40.2% | $6,690-55.4% |
| Admin fee / account holder | $193 | $12,224-98.4% | $9,445-98.0% | $13,392-98.6% |