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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 | $16,536 | $168,626-90.2% | $133,698-87.6% | $145,897-88.7% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.4%-16.4pp | 80.3%-20.3pp |
| Annual return | 14.76% | 1168.99%-1154.2pp | 580.90%-566.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $401 | $5,290-92.4% | $4,218-90.5% | $4,663-91.4% |
| Participant deferral / active EE | $2,438 | $8,688-71.9% | $7,016-65.3% | $6,689-63.6% |
| Admin fee / account holder | $66 | $9,638-99.3% | $6,703-99.0% | $13,390-99.5% |