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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 | $10,378 | $175,231-94.1% | $149,696-93.1% | $139,466-92.6% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 34.81% | 166.77%-132.0pp | 134.46%-99.6pp | 373.66%-338.9pp |
| Employer contribution / active EE | $548 | $5,478-90.0% | $4,821-88.6% | $4,754-88.5% |
| Participant deferral / active EE | $3,463 | $6,521-46.9% | $5,682-39.1% | $6,712-48.4% |
| Admin fee / account holder | $78 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |