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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 | $24,224 | $185,905-87.0% | $170,057-85.8% | $139,487-82.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 19.15% | 60.56%-41.4pp | 53.42%-34.3pp | 373.84%-354.7pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,221 | $11,627-55.1% | $10,411-49.8% | $6,713-22.2% |
| Admin fee / account holder | $48 | $15,397-99.7% | $12,826-99.6% | $11,407-99.6% |