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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 | $3,331 | $181,062-98.2% | $158,223-97.9% | $155,188-97.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 87.05% | 57.39%+29.7pp | 52.09%+35.0pp | 148.84%-61.8pp |
| Employer contribution / active EE | $564 | $4,565-87.7% | $4,109-86.3% | $4,248-86.7% |
| Participant deferral / active EE | $2,100 | $6,134-65.8% | $5,467-61.6% | $6,531-67.8% |
| Admin fee / account holder | $18 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |