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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 | $14,865 | $175,231-91.5% | $149,696-90.1% | $139,466-89.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 63.06% | 166.77%-103.7pp | 134.46%-71.4pp | 373.66%-310.6pp |
| Employer contribution / active EE | $793 | $5,478-85.5% | $4,821-83.6% | $4,754-83.3% |
| Participant deferral / active EE | $7,694 | $6,521+18.0% | $5,682+35.4% | $6,712+14.6% |
| Admin fee / account holder | $176 | $16,155-98.9% | $13,212-98.7% | $11,409-98.5% |