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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 | $10,331 | $152,612-93.2% | $125,192-91.7% | $152,897-93.2% |
| Participation rate | 46.2% | 83.3%-37.2pp | 79.8%-33.6pp | 82.5%-36.3pp |
| Annual return | 60.07% | 54.85%+5.2pp | 43.79%+16.3pp | 345.43%-285.4pp |
| Employer contribution / active EE | $480 | $4,947-90.3% | $3,866-87.6% | $4,764-89.9% |
| Participant deferral / active EE | $3,318 | $5,868-43.5% | $4,937-32.8% | $5,851-43.3% |
| Admin fee / account holder | $110 | $13,437-99.2% | $9,704-98.9% | $11,599-99.1% |