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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 | $11,146 | $129,737-91.4% | $119,126-90.6% | $154,746-92.8% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 76.61% | 379.08%-302.5pp | 282.11%-205.5pp | 172.34%-95.7pp |
| Employer contribution / active EE | $424 | $4,375-90.3% | $4,034-89.5% | $4,379-90.3% |
| Participant deferral / active EE | $2,553 | $5,842-56.3% | $5,318-52.0% | $6,730-62.1% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |