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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 | $27,617 | $197,603-86.0% | $177,827-84.5% | $158,950-82.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 21.88% | 58.76%-36.9pp | 48.32%-26.4pp | 302.91%-281.0pp |
| Employer contribution / active EE | $1,001 | $6,698-85.0% | $5,918-83.1% | $4,762-79.0% |
| Participant deferral / active EE | $3,841 | $8,404-54.3% | $7,713-50.2% | $5,983-35.8% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |