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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 | $17,099 | $131,835-87.0% | $108,582-84.3% | $273,972-93.8% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.6%-34.1pp | 83.0%-37.6pp |
| Annual return | 7.80% | -91.57%+99.4pp | -51.70%+59.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $652 | $4,913-86.7% | $3,758-82.7% | $4,869-86.6% |
| Participant deferral / active EE | $2,037 | $5,127-60.3% | $4,311-52.7% | $5,287-61.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |