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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 | $22,150 | $180,466-87.7% | $154,114-85.6% | $135,382-83.6% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -5.51% | 888.15%-893.7pp | 735.16%-740.7pp | 519.77%-525.3pp |
| Employer contribution / active EE | $544 | $6,035-91.0% | $5,298-89.7% | $4,779-88.6% |
| Participant deferral / active EE | $2,574 | $5,806-55.7% | $5,081-49.3% | $5,609-54.1% |
| Admin fee / account holder | $91 | $16,144-99.4% | $13,411-99.3% | $10,829-99.2% |