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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 | $13,499 | $185,883-92.7% | $170,043-92.1% | $139,466-90.3% |
| Participation rate | 38.9% | 87.8%-48.9pp | 87.0%-48.1pp | 80.3%-41.4pp |
| Annual return | 50.26% | 60.54%-10.3pp | 53.40%-3.1pp | 373.66%-323.4pp |
| Employer contribution / active EE | $1,229 | $7,596-83.8% | $6,790-81.9% | $4,754-74.1% |
| Participant deferral / active EE | $3,518 | $11,626-69.7% | $10,410-66.2% | $6,712-47.6% |
| Admin fee / account holder | $75 | $15,393-99.5% | $12,824-99.4% | $11,409-99.3% |