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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 | $11,526 | $117,904-90.2% | $102,457-88.8% | $145,978-92.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 16.96% | 31.80%-14.8pp | 29.41%-12.4pp | 550.52%-533.6pp |
| Employer contribution / active EE | $781 | $3,613-78.4% | $3,022-74.1% | $4,662-83.2% |
| Participant deferral / active EE | $1,863 | $5,733-67.5% | $5,054-63.1% | $6,690-72.2% |
| Admin fee / account holder | $71 | $13,329-99.5% | $9,451-99.2% | $13,400-99.5% |