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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 | $12,886 | $175,257-92.6% | $149,717-91.4% | $139,456-90.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 31.40% | 166.70%-135.3pp | 134.41%-103.0pp | 373.45%-342.0pp |
| Employer contribution / active EE | $839 | $5,477-84.7% | $4,820-82.6% | $4,753-82.4% |
| Participant deferral / active EE | $2,159 | $6,521-66.9% | $5,682-62.0% | $6,711-67.8% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |