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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 | $12,194 | $232,540-94.8% | $185,117-93.4% | $147,586-91.7% |
| Participation rate | 59.1% | 82.4%-23.3pp | 77.3%-18.2pp | 82.8%-23.7pp |
| Annual return | 28.71% | 43.03%-14.3pp | 40.50%-11.8pp | 578.59%-549.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,816 | $5,834-17.5% | $5,045-4.5% | $5,439-11.5% |
| Admin fee / account holder | $269 | $10,275-97.4% | $8,159-96.7% | $10,886-97.5% |