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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 | $13,487 | $212,777-93.7% | $173,703-92.2% | $198,609-93.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 75.9%-9.2pp | 82.4%-15.7pp |
| Annual return | 32.26% | 18.82%+13.4pp | 17.46%+14.8pp | 202.70%-170.4pp |
| Employer contribution / active EE | $1,074 | $5,214-79.4% | $4,288-74.9% | $5,055-78.7% |
| Participant deferral / active EE | $1,932 | $5,697-66.1% | $4,854-60.2% | $6,977-72.3% |
| Admin fee / account holder | $29 | $19,536-99.9% | $15,562-99.8% | $19,030-99.8% |