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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 | $12,561 | $185,312-93.2% | $161,489-92.2% | $154,746-91.9% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 41.83% | 103.84%-62.0pp | 89.72%-47.9pp | 172.34%-130.5pp |
| Employer contribution / active EE | $551 | $4,769-88.4% | $4,268-87.1% | $4,379-87.4% |
| Participant deferral / active EE | $3,147 | $6,350-50.4% | $5,630-44.1% | $6,730-53.2% |
| Admin fee / account holder | $15 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |