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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 | $23,257 | $185,883-87.5% | $170,043-86.3% | $139,466-83.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 27.09% | 60.54%-33.5pp | 53.40%-26.3pp | 373.66%-346.6pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,375 | $11,626-28.0% | $10,410-19.5% | $6,712+24.8% |
| Admin fee / account holder | $66 | $15,393-99.6% | $12,824-99.5% | $11,409-99.4% |