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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 | $12,260 | $117,846-89.6% | $102,434-88.0% | $145,884-91.6% |
| Participation rate | 23.1% | 78.6%-55.5pp | 76.5%-53.4pp | 80.3%-57.2pp |
| Annual return | 17.31% | 31.90%-14.6pp | 29.46%-12.1pp | 551.85%-534.5pp |
| Employer contribution / active EE | $121 | $3,615-96.7% | $3,023-96.0% | $4,662-97.4% |
| Participant deferral / active EE | $1,940 | $5,733-66.2% | $5,055-61.6% | $6,690-71.0% |
| Admin fee / account holder | $158 | $13,356-98.8% | $9,462-98.3% | $13,392-98.8% |