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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 | $12,244 | $181,896-93.3% | $156,551-92.2% | $273,972-95.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 11969.74% | 30.74%+11939.0pp | 32.23%+11937.5pp | 41.46%+11928.3pp |
| Employer contribution / active EE | $1,053 | $6,248-83.2% | $5,501-80.9% | $4,869-78.4% |
| Participant deferral / active EE | $2,776 | $5,550-50.0% | $4,871-43.0% | $5,287-47.5% |
| Admin fee / account holder | $51 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |