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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 | $14,373 | $110,212-87.0% | $96,534-85.1% | $139,466-89.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 37.12% | 26.42%+10.7pp | 25.88%+11.2pp | 373.66%-336.5pp |
| Employer contribution / active EE | $453 | $3,620-87.5% | $2,965-84.7% | $4,754-90.5% |
| Participant deferral / active EE | $3,773 | $5,547-32.0% | $4,851-22.2% | $6,712-43.8% |
| Admin fee / account holder | $103 | $11,599-99.1% | $8,253-98.8% | $11,409-99.1% |