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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 | $17,146 | $201,344-91.5% | $184,243-90.7% | $145,877-88.2% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 68.41% | 29.01%+39.4pp | 28.82%+39.6pp | 551.28%-482.9pp |
| Employer contribution / active EE | $888 | $7,022-87.4% | $6,427-86.2% | $4,663-81.0% |
| Participant deferral / active EE | $4,480 | $9,807-54.3% | $9,132-50.9% | $6,691-33.0% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |