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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 | $8,687 | $202,342-95.7% | $172,752-95.0% | $152,897-94.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 59.48% | 1029.83%-970.3pp | 802.97%-743.5pp | 345.43%-285.9pp |
| Employer contribution / active EE | $1,079 | $5,858-81.6% | $5,144-79.0% | $4,764-77.3% |
| Participant deferral / active EE | $3,426 | $5,948-42.4% | $5,198-34.1% | $5,851-41.4% |
| Admin fee / account holder | $36 | $17,111-99.8% | $13,955-99.7% | $11,599-99.7% |