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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 | $12,038 | $129,737-90.7% | $119,126-89.9% | $154,746-92.2% |
| Participation rate | 63.2% | 78.9%-15.7pp | 75.8%-12.6pp | 80.7%-17.5pp |
| Annual return | 14.85% | 379.08%-364.2pp | 282.11%-267.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $455 | $4,375-89.6% | $4,034-88.7% | $4,379-89.6% |
| Participant deferral / active EE | $1,933 | $5,842-66.9% | $5,318-63.7% | $6,730-71.3% |
| Admin fee / account holder | $216 | $11,961-98.2% | $10,693-98.0% | $14,365-98.5% |