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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 | $10,673 | $148,629-92.8% | $135,982-92.2% | $139,487-92.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 41.09% | 79.33%-38.2pp | 68.32%-27.2pp | 373.84%-332.8pp |
| Employer contribution / active EE | $606 | $5,247-88.4% | $4,859-87.5% | $4,755-87.2% |
| Participant deferral / active EE | $3,773 | $8,102-53.4% | $7,760-51.4% | $6,713-43.8% |
| Admin fee / account holder | $18 | $12,406-99.9% | $10,767-99.8% | $11,407-99.8% |