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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 | $11,754 | $156,398-92.5% | $147,318-92.0% | $138,895-91.5% |
| Participation rate | 63.2% | 83.8%-20.6pp | 82.1%-18.9pp | 79.9%-16.8pp |
| Annual return | 25.47% | 78.75%-53.3pp | 70.43%-45.0pp | 145.39%-119.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,802 | $8,237-66.0% | $7,906-64.6% | $6,396-56.2% |
| Admin fee / account holder | $57 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |