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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 | $23,848 | $201,370-88.2% | $184,256-87.1% | $145,897-83.7% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 24.20% | 29.05%-4.9pp | 28.85%-4.6pp | 552.29%-528.1pp |
| Employer contribution / active EE | $1,229 | $7,024-82.5% | $6,427-80.9% | $4,663-73.7% |
| Participant deferral / active EE | $4,318 | $9,808-56.0% | $9,133-52.7% | $6,689-35.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |