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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 | $13,011 | $148,629-91.2% | $135,982-90.4% | $139,487-90.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 68.64% | 79.33%-10.7pp | 68.32%+0.3pp | 373.84%-305.2pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,150 | $8,102-24.1% | $7,760-20.7% | $6,713-8.4% |
| Admin fee / account holder | $17 | $12,406-99.9% | $10,767-99.8% | $11,407-99.8% |