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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 | $5,653 | $154,228-96.3% | $145,433-96.1% | $137,256-95.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.90% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $577 | $4,804-88.0% | $4,554-87.3% | $4,156-86.1% |
| Participant deferral / active EE | $4,974 | $8,216-39.5% | $7,897-37.0% | $6,407-22.4% |
| Admin fee / account holder | $177 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |