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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 | $174,379-93.8% | $152,093-92.8% | $138,895-92.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 16.89% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $827 | $4,652-82.2% | $4,175-80.2% | $4,194-80.3% |
| Participant deferral / active EE | $1,713 | $6,159-72.2% | $5,451-68.6% | $6,396-73.2% |
| Admin fee / account holder | $125 | $16,880-99.3% | $14,497-99.1% | $12,562-99.0% |