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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 | $10,985 | $129,737-91.5% | $119,126-90.8% | $154,746-92.9% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 28.51% | 379.08%-350.6pp | 282.11%-253.6pp | 172.34%-143.8pp |
| Employer contribution / active EE | $645 | $4,375-85.3% | $4,034-84.0% | $4,379-85.3% |
| Participant deferral / active EE | $2,112 | $5,842-63.9% | $5,318-60.3% | $6,730-68.6% |
| Admin fee / account holder | $17 | $11,961-99.9% | $10,693-99.8% | $14,365-99.9% |