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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 | $29,670 | $199,109-85.1% | $173,730-82.9% | $154,746-80.8% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.6%-46.2pp | 80.7%-47.4pp |
| Annual return | 0.00% | 20.02%-20.0pp | 19.96%-20.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,163 | $5,311-78.1% | $4,577-74.6% | $4,379-73.4% |
| Participant deferral / active EE | $7,925 | $7,113+11.4% | $6,326+25.3% | $6,730+17.7% |
| Admin fee / account holder | $15 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |