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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 | $14,405 | $202,460-92.9% | $169,385-91.5% | $139,456-89.7% |
| Participation rate | 16.7% | 81.1%-64.4pp | 77.2%-60.5pp | 80.3%-63.7pp |
| Annual return | 22.72% | 532.07%-509.3pp | 405.82%-383.1pp | 373.45%-350.7pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,222 | $6,938-68.0% | $6,221-64.3% | $6,711-66.9% |
| Admin fee / account holder | $200 | $10,719-98.1% | $9,011-97.8% | $11,407-98.2% |