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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 | $18,341 | $131,835-86.1% | $108,582-83.1% | $273,972-93.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 6.23% | -91.57%+97.8pp | -51.70%+57.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $525 | $4,913-89.3% | $3,758-86.0% | $4,869-89.2% |
| Participant deferral / active EE | $3,517 | $5,127-31.4% | $4,311-18.4% | $5,287-33.5% |
| Admin fee / account holder | $112 | $10,253-98.9% | $7,645-98.5% | $10,133-98.9% |