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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 | $7,092 | $169,356-95.8% | $129,406-94.5% | $145,897-95.1% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 14.10% | 14418.62%-14404.5pp | 9468.18%-9454.1pp | 552.29%-538.2pp |
| Employer contribution / active EE | $50 | $5,542-99.1% | $4,155-98.8% | $4,663-98.9% |
| Participant deferral / active EE | $1,769 | $4,987-64.5% | $4,167-57.5% | $6,689-73.6% |
| Admin fee / account holder | $58 | $9,915-99.4% | $7,689-99.3% | $13,390-99.6% |