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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 | $10,746 | $106,267-89.9% | $96,520-88.9% | $139,456-92.3% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 36.75% | 38.45%-1.7pp | 35.72%+1.0pp | 373.45%-336.7pp |
| Employer contribution / active EE | $765 | $4,105-81.4% | $3,739-79.5% | $4,753-83.9% |
| Participant deferral / active EE | $1,800 | $5,454-67.0% | $4,879-63.1% | $6,711-73.2% |
| Admin fee / account holder | $245 | $7,882-96.9% | $6,733-96.4% | $11,407-97.9% |