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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 | $16,222 | $106,905-84.8% | $84,020-80.7% | $152,885-89.4% |
| Participation rate | 37.5% | 75.2%-37.7pp | 69.0%-31.5pp | 82.5%-45.0pp |
| Annual return | 37.11% | 105.00%-67.9pp | 71.31%-34.2pp | 345.39%-308.3pp |
| Employer contribution / active EE | $256 | $2,735-90.7% | $1,984-87.1% | $4,763-94.6% |
| Participant deferral / active EE | $2,669 | $4,012-33.5% | $3,239-17.6% | $5,851-54.4% |
| Admin fee / account holder | $57 | $8,287-99.3% | $6,101-99.1% | $11,598-99.5% |