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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 | $4,876 | $106,549-95.4% | $91,225-94.7% | $134,509-96.4% |
| Participation rate | 27.3% | 76.8%-49.5pp | 73.2%-45.9pp | 81.2%-54.0pp |
| Annual return | -20.05% | 160.73%-180.8pp | 114.10%-134.1pp | 418.13%-438.2pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,062 | $4,719-77.5% | $4,234-74.9% | $6,400-83.4% |
| Admin fee / account holder | $31 | $6,234-99.5% | $5,422-99.4% | $11,427-99.7% |