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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 | $21,364 | $166,268-87.2% | $165,100-87.1% | $145,897-85.4% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 41.46% | 100.52%-59.1pp | 70.21%-28.8pp | 552.29%-510.8pp |
| Employer contribution / active EE | $801 | $5,284-84.8% | $4,348-81.6% | $4,663-82.8% |
| Participant deferral / active EE | $3,407 | $6,964-51.1% | $6,035-43.6% | $6,689-49.1% |
| Admin fee / account holder | $207 | $16,659-98.8% | $12,696-98.4% | $13,390-98.5% |