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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 | $9,741 | $182,442-94.7% | $163,379-94.0% | $138,895-93.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 21.19% | 72.74%-51.5pp | 63.41%-42.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,281 | $6,817-66.5% | $6,282-63.7% | $6,396-64.3% |
| Admin fee / account holder | $17 | $10,396-99.8% | $9,818-99.8% | $12,562-99.9% |