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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 | $185,312-96.2% | $161,489-95.6% | $154,746-95.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 27.58% | 103.84%-76.3pp | 89.72%-62.1pp | 172.34%-144.8pp |
| Employer contribution / active EE | $109 | $4,769-97.7% | $4,268-97.4% | $4,379-97.5% |
| Participant deferral / active EE | $2,478 | $6,350-61.0% | $5,630-56.0% | $6,730-63.2% |
| Admin fee / account holder | $32 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |