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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 | $12,380 | $135,956-90.9% | $123,894-90.0% | $273,972-95.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 56.29% | 56.63%-0.3pp | 47.52%+8.8pp | 41.46%+14.8pp |
| Employer contribution / active EE | $500 | $5,170-90.3% | $4,617-89.2% | $4,869-89.7% |
| Participant deferral / active EE | $4,714 | $6,343-25.7% | $5,984-21.2% | $5,287-10.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |