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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 | $7,159 | $54,355-86.8% | $82,744-91.3% | $68,486-89.5% |
| Participation rate | 47.3% | 63.9%-16.7pp | 72.6%-25.3pp | 67.9%-20.6pp |
| Annual return | 206.51% | -13.67%+220.2pp | 702.22%-495.7pp | -7.85%+214.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,435 | $3,246-55.8% | $4,395-67.4% | $4,028-64.4% |
| Admin fee / account holder | $20 | $4,397-99.5% | $5,325-99.6% | $5,404-99.6% |