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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 | $16,100 | $162,785-90.1% | $133,959-88.0% | $158,950-89.9% |
| Participation rate | 38.5% | 83.2%-44.8pp | 79.8%-41.4pp | 82.0%-43.5pp |
| Annual return | 18.68% | 41.94%-23.3pp | 45.09%-26.4pp | 302.91%-284.2pp |
| Employer contribution / active EE | $686 | $4,975-86.2% | $3,919-82.5% | $4,762-85.6% |
| Participant deferral / active EE | $1,903 | $5,910-67.8% | $5,047-62.3% | $5,983-68.2% |
| Admin fee / account holder | $60 | $11,738-99.5% | $8,928-99.3% | $11,248-99.5% |