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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 | $7,221 | $149,679-95.2% | $117,039-93.8% | $147,586-95.1% |
| Participation rate | 60.0% | 83.5%-23.5pp | 77.2%-17.2pp | 82.8%-22.8pp |
| Annual return | 16.27% | 19.31%-3.0pp | 18.95%-2.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $443 | $4,937-91.0% | $3,785-88.3% | $4,876-90.9% |
| Participant deferral / active EE | $2,441 | $4,912-50.3% | $3,929-37.9% | $5,439-55.1% |
| Admin fee / account holder | $25 | $7,856-99.7% | $5,974-99.6% | $10,886-99.8% |