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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 | $9,905 | $107,368-90.8% | $92,915-89.3% | $152,909-93.5% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 35.97% | 145.64%-109.7pp | 109.45%-73.5pp | 345.46%-309.5pp |
| Employer contribution / active EE | $602 | $4,222-85.8% | $3,653-83.5% | $4,764-87.4% |
| Participant deferral / active EE | $1,542 | $4,848-68.2% | $4,238-63.6% | $5,851-73.6% |
| Admin fee / account holder | $51 | $7,082-99.3% | $5,796-99.1% | $11,601-99.6% |