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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 | $7,030 | $172,111-95.9% | $150,298-95.3% | $137,256-94.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 27.58% | 69.37%-41.8pp | 62.79%-35.2pp | 220.34%-192.8pp |
| Employer contribution / active EE | $109 | $4,636-97.6% | $4,154-97.4% | $4,156-97.4% |
| Participant deferral / active EE | $2,478 | $6,166-59.8% | $5,453-54.6% | $6,407-61.3% |
| Admin fee / account holder | $32 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |