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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 | $16,384 | $124,213-86.8% | $118,106-86.1% | $154,746-89.4% |
| Participation rate | 41.7% | 83.6%-41.9pp | 81.9%-40.2pp | 80.7%-39.0pp |
| Annual return | 46.90% | 18.29%+28.6pp | 19.44%+27.5pp | 172.34%-125.4pp |
| Employer contribution / active EE | $1,005 | $4,905-79.5% | $4,698-78.6% | $4,379-77.1% |
| Participant deferral / active EE | $3,087 | $6,859-55.0% | $6,619-53.4% | $6,730-54.1% |
| Admin fee / account holder | $46 | $9,627-99.5% | $8,973-99.5% | $14,365-99.7% |