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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 | $10,760 | $159,978-93.3% | $147,041-92.7% | $145,978-92.6% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 18.96% | 98.36%-79.4pp | 419.21%-400.3pp | 550.52%-531.6pp |
| Employer contribution / active EE | $184 | $5,288-96.5% | $4,935-96.3% | $4,662-96.1% |
| Participant deferral / active EE | $3,786 | $8,429-55.1% | $8,071-53.1% | $6,690-43.4% |
| Admin fee / account holder | $25 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |