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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 | $7,219 | $108,882-93.4% | $96,754-92.5% | $154,746-95.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 21.71% | 98.39%-76.7pp | 82.04%-60.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $172 | $3,018-94.3% | $2,679-93.6% | $4,379-96.1% |
| Participant deferral / active EE | $2,465 | $5,323-53.7% | $4,758-48.2% | $6,730-63.4% |
| Admin fee / account holder | $19 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |