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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 | $14,375 | $202,463-92.9% | $169,397-91.5% | $139,487-89.7% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 15.44% | 532.64%-517.2pp | 406.23%-390.8pp | 373.84%-358.4pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,197 | $6,941-25.1% | $6,223-16.5% | $6,713-22.6% |
| Admin fee / account holder | $131 | $10,726-98.8% | $9,017-98.6% | $11,407-98.9% |