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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 | $10,785 | $175,259-93.8% | $149,723-92.8% | $139,487-92.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 51.24% | 166.82%-115.6pp | 134.50%-83.3pp | 373.84%-322.6pp |
| Employer contribution / active EE | $633 | $5,478-88.4% | $4,821-86.9% | $4,755-86.7% |
| Participant deferral / active EE | $2,908 | $6,522-55.4% | $5,682-48.8% | $6,713-56.7% |
| Admin fee / account holder | $19 | $16,158-99.9% | $13,215-99.9% | $11,407-99.8% |