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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 | $19,865 | $212,386-90.6% | $199,883-90.1% | $138,895-85.7% |
| Participation rate | 63.6% | 87.4%-23.7pp | 86.8%-23.1pp | 79.9%-16.3pp |
| Annual return | 69.93% | 47.75%+22.2pp | 43.81%+26.1pp | 145.39%-75.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,257 | $9,617+6.7% | $9,138+12.2% | $6,396+60.4% |
| Admin fee / account holder | $79 | $18,233-99.6% | $17,268-99.5% | $12,562-99.4% |