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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 | $15,227 | $217,432-93.0% | $185,849-91.8% | $167,536-90.9% |
| Participation rate | 23.8% | 86.1%-62.2pp | 81.7%-57.9pp | 82.1%-58.3pp |
| Annual return | 77.65% | 148.42%-70.8pp | 122.10%-44.4pp | 478.82%-401.2pp |
| Employer contribution / active EE | $718 | $5,875-87.8% | $5,169-86.1% | $4,839-85.2% |
| Participant deferral / active EE | $2,341 | $6,357-63.2% | $5,569-58.0% | $6,342-63.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |