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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 | $11,633 | $115,810-90.0% | $101,271-88.5% | $158,966-92.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 8.59% | 56.15%-47.6pp | 46.48%-37.9pp | 302.95%-294.4pp |
| Employer contribution / active EE | $396 | $4,175-90.5% | $3,660-89.2% | $4,762-91.7% |
| Participant deferral / active EE | $2,236 | $4,958-54.9% | $4,371-48.8% | $5,983-62.6% |
| Admin fee / account holder | $151 | $7,248-97.9% | $5,948-97.5% | $11,250-98.7% |