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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 | $21,146 | $217,432-90.3% | $185,851-88.6% | $167,553-87.4% |
| Participation rate | 31.6% | 86.1%-54.5pp | 81.7%-50.1pp | 82.1%-50.5pp |
| Annual return | 48.18% | 148.43%-100.3pp | 122.11%-73.9pp | 478.89%-430.7pp |
| Employer contribution / active EE | $555 | $5,874-90.6% | $5,168-89.3% | $4,840-88.5% |
| Participant deferral / active EE | $3,521 | $6,357-44.6% | $5,569-36.8% | $6,343-44.5% |
| Admin fee / account holder | $75 | $19,820-99.6% | $16,245-99.5% | $12,316-99.4% |