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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 | $23,258 | $202,342-88.5% | $172,753-86.5% | $152,909-84.8% |
| Participation rate | 41.2% | 87.1%-45.9pp | 82.6%-41.5pp | 82.5%-41.3pp |
| Annual return | 22.34% | 1029.88%-1007.5pp | 803.00%-780.7pp | 345.46%-323.1pp |
| Employer contribution / active EE | $798 | $5,857-86.4% | $5,144-84.5% | $4,764-83.2% |
| Participant deferral / active EE | $2,170 | $5,948-63.5% | $5,198-58.3% | $5,851-62.9% |
| Admin fee / account holder | $19 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |