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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 | $12,105 | $148,582-91.9% | $135,942-91.1% | $139,456-91.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 37.84% | 79.26%-41.4pp | 68.28%-30.4pp | 373.45%-335.6pp |
| Employer contribution / active EE | $897 | $5,245-82.9% | $4,858-81.5% | $4,753-81.1% |
| Participant deferral / active EE | $4,087 | $8,101-49.6% | $7,759-47.3% | $6,711-39.1% |
| Admin fee / account holder | $82 | $12,402-99.3% | $10,764-99.2% | $11,407-99.3% |