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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 | $13,232 | $162,785-91.9% | $133,959-90.1% | $158,950-91.7% |
| Participation rate | 26.7% | 83.2%-56.6pp | 79.8%-53.2pp | 82.0%-55.3pp |
| Annual return | 841.70% | 41.94%+799.8pp | 45.09%+796.6pp | 302.91%+538.8pp |
| Employer contribution / active EE | $834 | $4,975-83.2% | $3,919-78.7% | $4,762-82.5% |
| Participant deferral / active EE | $2,029 | $5,910-65.7% | $5,047-59.8% | $5,983-66.1% |
| Admin fee / account holder | $22 | $11,738-99.8% | $8,928-99.8% | $11,248-99.8% |