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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 | $10,280 | $90,728-88.7% | $86,279-88.1% | $138,895-92.6% |
| Participation rate | 60.0% | 81.0%-21.0pp | 78.7%-18.7pp | 79.9%-19.9pp |
| Annual return | 26.11% | 34.83%-8.7pp | 30.40%-4.3pp | 145.39%-119.3pp |
| Employer contribution / active EE | $754 | $4,974-84.8% | $4,663-83.8% | $4,194-82.0% |
| Participant deferral / active EE | $1,850 | $6,125-69.8% | $5,658-67.3% | $6,396-71.1% |
| Admin fee / account holder | $17 | $11,808-99.9% | $10,485-99.8% | $12,562-99.9% |