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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 | $19,434 | $157,304-87.6% | $141,197-86.2% | $152,909-87.3% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 30.13% | 64.34%-34.2pp | 71.41%-41.3pp | 345.46%-315.3pp |
| Employer contribution / active EE | $231 | $5,263-95.6% | $4,736-95.1% | $4,764-95.2% |
| Participant deferral / active EE | $4,349 | $7,111-38.8% | $6,710-35.2% | $5,851-25.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |