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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 | $9,687 | $162,136-94.0% | $152,301-93.6% | $154,746-93.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 23.90% | 91.02%-67.1pp | 80.50%-56.6pp | 172.34%-148.4pp |
| Employer contribution / active EE | $767 | $4,890-84.3% | $4,624-83.4% | $4,379-82.5% |
| Participant deferral / active EE | $3,042 | $8,341-63.5% | $8,004-62.0% | $6,730-54.8% |
| Admin fee / account holder | $131 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |