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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 | $14,910 | $100,792-85.2% | $86,691-82.8% | $134,509-88.9% |
| Participation rate | 61.1% | 78.9%-17.8pp | 76.6%-15.5pp | 81.2%-20.1pp |
| Annual return | -11.79% | 29.08%-40.9pp | 35.94%-47.7pp | 418.13%-429.9pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,399 | $5,339-55.1% | $4,656-48.5% | $6,400-62.5% |
| Admin fee / account holder | $54 | $10,924-99.5% | $7,492-99.3% | $11,427-99.5% |