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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 | $11,041 | $53,128-79.2% | $86,582-87.2% | $70,126-84.3% |
| Participation rate | 68.4% | 65.3%+3.1pp | 73.5%-5.1pp | 69.5%-1.1pp |
| Annual return | 25.30% | 27.66%-2.4pp | 965.08%-939.8pp | 73.15%-47.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,994 | $2,695+85.3% | $3,609+38.4% | $3,332+49.9% |
| Admin fee / account holder | $132 | $3,584-96.3% | $4,904-97.3% | $4,645-97.2% |