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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 | $20,603 | $150,447-86.3% | $136,298-84.9% | $147,586-86.0% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 12.71% | 1049.15%-1036.4pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $792 | $5,256-84.9% | $4,696-83.1% | $4,876-83.8% |
| Participant deferral / active EE | $2,317 | $6,631-65.1% | $6,247-62.9% | $5,439-57.4% |
| Admin fee / account holder | $227 | $10,906-97.9% | $9,244-97.5% | $10,886-97.9% |