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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 | $16,983 | $198,457-91.4% | $170,435-90.0% | $147,586-88.5% |
| Participation rate | 64.3% | 88.0%-23.7pp | 83.6%-19.3pp | 82.8%-18.5pp |
| Annual return | 59.18% | 257.30%-198.1pp | 205.94%-146.8pp | 578.59%-519.4pp |
| Employer contribution / active EE | $1,247 | $6,183-79.8% | $5,432-77.0% | $4,876-74.4% |
| Participant deferral / active EE | $4,277 | $5,629-24.0% | $4,939-13.4% | $5,439-21.4% |
| Admin fee / account holder | $160 | $16,852-99.1% | $13,881-98.9% | $10,886-98.5% |