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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 | $4,947 | $154,228-96.8% | $145,433-96.6% | $137,256-96.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 171.76% | 74.59%+97.2pp | 66.58%+105.2pp | 220.34%-48.6pp |
| Employer contribution / active EE | $504 | $4,804-89.5% | $4,554-88.9% | $4,156-87.9% |
| Participant deferral / active EE | $2,468 | $8,216-70.0% | $7,897-68.7% | $6,407-61.5% |
| Admin fee / account holder | $256 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |