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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 | $29,590 | $197,625-85.0% | $177,840-83.4% | $158,966-81.4% |
| Participation rate | 38.5% | 88.5%-50.1pp | 87.7%-49.3pp | 82.0%-43.5pp |
| Annual return | 12.84% | 58.76%-45.9pp | 48.32%-35.5pp | 302.95%-290.1pp |
| Employer contribution / active EE | $1,398 | $6,698-79.1% | $5,919-76.4% | $4,762-70.6% |
| Participant deferral / active EE | $5,695 | $8,405-32.2% | $7,714-26.2% | $5,983-4.8% |
| Admin fee / account holder | $160 | $15,405-99.0% | $12,431-98.7% | $11,250-98.6% |