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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 | $6,855 | $175,231-96.1% | $149,696-95.4% | $139,466-95.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 65.93% | 166.77%-100.8pp | 134.46%-68.5pp | 373.66%-307.7pp |
| Employer contribution / active EE | $832 | $5,478-84.8% | $4,821-82.7% | $4,754-82.5% |
| Participant deferral / active EE | $2,684 | $6,521-58.8% | $5,682-52.8% | $6,712-60.0% |
| Admin fee / account holder | $206 | $16,155-98.7% | $13,212-98.4% | $11,409-98.2% |