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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 | $10,892 | $172,111-93.7% | $150,298-92.8% | $137,256-92.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.89% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $827 | $4,636-82.2% | $4,154-80.1% | $4,156-80.1% |
| Participant deferral / active EE | $1,713 | $6,166-72.2% | $5,453-68.6% | $6,407-73.3% |
| Admin fee / account holder | $125 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |