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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 | $12,959 | $223,823-94.2% | $211,142-93.9% | $154,746-91.6% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 29.00% | 50.39%-21.4pp | 46.84%-17.8pp | 172.34%-143.3pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,917 | $9,750-49.6% | $9,284-47.0% | $6,730-26.9% |
| Admin fee / account holder | $270 | $19,707-98.6% | $19,076-98.6% | $14,365-98.1% |