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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 | $23,698 | $150,445-84.2% | $136,297-82.6% | $147,585-83.9% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 24.16% | 1049.14%-1025.0pp | 5156.16%-5132.0pp | 578.57%-554.4pp |
| Employer contribution / active EE | $624 | $5,256-88.1% | $4,696-86.7% | $4,876-87.2% |
| Participant deferral / active EE | $3,960 | $6,631-40.3% | $6,247-36.6% | $5,439-27.2% |
| Admin fee / account holder | $94 | $10,906-99.1% | $9,244-99.0% | $10,885-99.1% |