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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 | $11,806 | $185,312-93.6% | $161,489-92.7% | $154,746-92.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 20.17% | 103.84%-83.7pp | 89.72%-69.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,822 | $6,350-24.1% | $5,630-14.3% | $6,730-28.4% |
| Admin fee / account holder | $173 | $18,654-99.1% | $16,006-98.9% | $14,365-98.8% |