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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 | $23,114 | $184,000-87.4% | $162,185-85.7% | $152,909-84.9% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 43.21% | 150.80%-107.6pp | 115.61%-72.4pp | 345.46%-302.3pp |
| Employer contribution / active EE | $1,323 | $6,370-79.2% | $5,613-76.4% | $4,764-72.2% |
| Participant deferral / active EE | $7,980 | $8,033-0.7% | $7,297+9.4% | $5,851+36.4% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |