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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 | $18,770 | $185,905-89.9% | $170,057-89.0% | $139,487-86.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 374.32% | 60.56%+313.8pp | 53.42%+320.9pp | 373.84%+0.5pp |
| Employer contribution / active EE | $575 | $7,597-92.4% | $6,790-91.5% | $4,755-87.9% |
| Participant deferral / active EE | $10,300 | $11,627-11.4% | $10,411-1.1% | $6,713+53.4% |
| Admin fee / account holder | $83 | $15,397-99.5% | $12,826-99.4% | $11,407-99.3% |