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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 | $11,433 | $167,362-93.2% | $143,799-92.0% | $134,532-91.5% |
| Participation rate | 68.4% | 84.8%-16.4pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -19.16% | 0.47%-19.6pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $413 | $5,620-92.7% | $4,952-91.7% | $4,741-91.3% |
| Participant deferral / active EE | $2,534 | $6,447-60.7% | $5,638-55.1% | $6,401-60.4% |
| Admin fee / account holder | $269 | $18,094-98.5% | $14,677-98.2% | $11,429-97.6% |