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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 | $17,293 | $176,120-90.2% | $159,487-89.2% | $167,553-89.7% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 17.27% | 331.95%-314.7pp | 263.71%-246.4pp | 478.89%-461.6pp |
| Employer contribution / active EE | $905 | $5,299-82.9% | $4,831-81.3% | $4,840-81.3% |
| Participant deferral / active EE | $4,083 | $7,752-47.3% | $7,354-44.5% | $6,343-35.6% |
| Admin fee / account holder | $31 | $12,561-99.8% | $10,804-99.7% | $12,316-99.8% |