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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 | $11,475 | $107,368-89.3% | $92,915-87.7% | $152,909-92.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 46.61% | 145.64%-99.0pp | 109.45%-62.8pp | 345.46%-298.8pp |
| Employer contribution / active EE | $706 | $4,222-83.3% | $3,653-80.7% | $4,764-85.2% |
| Participant deferral / active EE | $6,893 | $4,848+42.2% | $4,238+62.6% | $5,851+17.8% |
| Admin fee / account holder | $31 | $7,082-99.6% | $5,796-99.5% | $11,601-99.7% |