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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 | $22,442 | $199,109-88.7% | $173,730-87.1% | $154,746-85.5% |
| Participation rate | 52.6% | 82.8%-30.2pp | 79.6%-26.9pp | 80.7%-28.1pp |
| Annual return | 19.48% | 20.02%-0.5pp | 19.96%-0.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $858 | $5,311-83.8% | $4,577-81.3% | $4,379-80.4% |
| Participant deferral / active EE | $3,912 | $7,113-45.0% | $6,326-38.2% | $6,730-41.9% |
| Admin fee / account holder | $95 | $20,916-99.5% | $17,523-99.5% | $14,365-99.3% |