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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 | $13,296 | $54,162-75.5% | $68,612-80.6% | $64,173-79.3% |
| Participation rate | 45.7% | 68.1%-22.3pp | 72.2%-26.5pp | 69.6%-23.9pp |
| Annual return | -6.19% | -1.62%-4.6pp | -4.63%-1.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,620 | $2,626-38.3% | $3,311-51.1% | $3,470-53.3% |
| Admin fee / account holder | $5 | $4,029-99.9% | $5,131-99.9% | $4,887-99.9% |