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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 | $7,100 | $92,743-92.3% | $82,744-91.4% | $134,532-94.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.10% | 946.63%-965.7pp | 702.22%-721.3pp | 418.27%-437.4pp |
| Employer contribution / active EE | $65 | $3,273-98.0% | $3,008-97.8% | $4,741-98.6% |
| Participant deferral / active EE | $1,335 | $4,802-72.2% | $4,395-69.6% | $6,401-79.1% |
| Admin fee / account holder | $65 | $5,977-98.9% | $5,325-98.8% | $11,429-99.4% |