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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 | $13,882 | $217,432-93.6% | $185,851-92.5% | $167,553-91.7% |
| Participation rate | 55.0% | 86.1%-31.1pp | 81.7%-26.7pp | 82.1%-27.1pp |
| Annual return | 36.73% | 148.43%-111.7pp | 122.11%-85.4pp | 478.89%-442.2pp |
| Employer contribution / active EE | $680 | $5,874-88.4% | $5,168-86.8% | $4,840-85.9% |
| Participant deferral / active EE | $2,850 | $6,357-55.2% | $5,569-48.8% | $6,343-55.1% |
| Admin fee / account holder | $231 | $19,820-98.8% | $16,245-98.6% | $12,316-98.1% |