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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 | $11,710 | $209,336-94.4% | $197,124-94.1% | $137,256-91.5% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | 248.04% | 48.09%+200.0pp | 44.34%+203.7pp | 220.34%+27.7pp |
| Employer contribution / active EE | $215 | $6,591-96.7% | $6,227-96.5% | $4,156-94.8% |
| Participant deferral / active EE | $3,629 | $9,614-62.3% | $9,135-60.3% | $6,407-43.4% |
| Admin fee / account holder | $1 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |