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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 | $7,515 | $148,623-94.9% | $135,974-94.5% | $139,466-94.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 53.57% | 79.30%-25.7pp | 68.30%-14.7pp | 373.66%-320.1pp |
| Employer contribution / active EE | $519 | $5,246-90.1% | $4,859-89.3% | $4,754-89.1% |
| Participant deferral / active EE | $3,127 | $8,103-61.4% | $7,760-59.7% | $6,712-53.4% |
| Admin fee / account holder | $50 | $12,406-99.6% | $10,767-99.5% | $11,409-99.6% |