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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 | $12,158 | $177,156-93.1% | $147,027-91.7% | $154,746-92.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 20.44% | 21.94%-1.5pp | 20.23%+0.2pp | 172.34%-151.9pp |
| Employer contribution / active EE | $333 | $4,336-92.3% | $3,626-90.8% | $4,379-92.4% |
| Participant deferral / active EE | $1,667 | $5,797-71.2% | $4,933-66.2% | $6,730-75.2% |
| Admin fee / account holder | $24 | $14,904-99.8% | $12,223-99.8% | $14,365-99.8% |