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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 | $12,426 | $160,070-92.2% | $147,117-91.6% | $145,897-91.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 35.99% | 98.69%-62.7pp | 420.54%-384.6pp | 552.29%-516.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,806 | $8,419-54.8% | $8,065-52.8% | $6,689-43.1% |
| Admin fee / account holder | $39 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |