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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 | $14,375 | $95,453-84.9% | $112,040-87.2% | $82,448-82.6% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.5%-16.5pp | 68.1%-8.1pp |
| Annual return | 196.70% | 23.92%+172.8pp | 24.52%+172.2pp | 41.64%+155.1pp |
| Employer contribution / active EE | $589 | $2,318-74.6% | $2,954-80.1% | $2,551-76.9% |
| Participant deferral / active EE | $3,519 | $4,224-16.7% | $5,098-31.0% | $4,139-15.0% |
| Admin fee / account holder | $215 | $9,013-97.6% | $12,098-98.2% | $7,234-97.0% |