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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 | $22,984 | $232,540-90.1% | $185,117-87.6% | $147,586-84.4% |
| Participation rate | 55.6% | 82.4%-26.8pp | 77.3%-21.7pp | 82.8%-27.3pp |
| Annual return | 21.21% | 43.03%-21.8pp | 40.50%-19.3pp | 578.59%-557.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,854 | $5,834-33.9% | $5,045-23.6% | $5,439-29.1% |
| Admin fee / account holder | $283 | $10,275-97.2% | $8,159-96.5% | $10,886-97.4% |