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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 | $14,226 | $217,432-93.5% | $185,851-92.3% | $167,553-91.5% |
| Participation rate | 55.6% | 86.1%-30.5pp | 81.7%-26.2pp | 82.1%-26.6pp |
| Annual return | 17.50% | 148.43%-130.9pp | 122.11%-104.6pp | 478.89%-461.4pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,306 | $6,357-32.3% | $5,569-22.7% | $6,343-32.1% |
| Admin fee / account holder | $73 | $19,820-99.6% | $16,245-99.6% | $12,316-99.4% |