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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 | $9,613 | $135,954-92.9% | $123,893-92.2% | $273,968-96.5% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 24.22% | 56.63%-32.4pp | 47.52%-23.3pp | 41.45%-17.2pp |
| Employer contribution / active EE | $809 | $5,170-84.3% | $4,617-82.5% | $4,869-83.4% |
| Participant deferral / active EE | $2,185 | $6,343-65.6% | $5,984-63.5% | $5,287-58.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |