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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 | $12,405 | $142,430-91.3% | $115,170-89.2% | $152,897-91.9% |
| Participation rate | 63.6% | 82.4%-18.7pp | 75.9%-12.3pp | 82.5%-18.8pp |
| Annual return | 310.95% | 41.48%+269.5pp | 35.60%+275.3pp | 345.43%-34.5pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,039 | $5,165+36.3% | $4,169+68.8% | $5,851+20.3% |
| Admin fee / account holder | $21 | $8,464-99.8% | $7,089-99.7% | $11,599-99.8% |