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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 | $16,223 | $148,582-89.1% | $135,942-88.1% | $139,456-88.4% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 21.24% | 79.26%-58.0pp | 68.28%-47.0pp | 373.45%-352.2pp |
| Employer contribution / active EE | $826 | $5,245-84.3% | $4,858-83.0% | $4,753-82.6% |
| Participant deferral / active EE | $3,628 | $8,101-55.2% | $7,759-53.2% | $6,711-45.9% |
| Admin fee / account holder | $214 | $12,402-98.3% | $10,764-98.0% | $11,407-98.1% |