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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 | $4,873 | $42,909-88.6% | $60,906-92.0% | $68,486-92.9% |
| Participation rate | 52.4% | 66.8%-14.4pp | 73.1%-20.7pp | 67.9%-15.5pp |
| Annual return | -5.95% | -13.99%+8.0pp | 16.94%-22.9pp | -7.85%+1.9pp |
| Employer contribution / active EE | $336 | $1,979-83.0% | $2,703-87.6% | $2,597-87.1% |
| Participant deferral / active EE | $1,447 | $2,866-49.5% | $3,814-62.0% | $4,028-64.1% |
| Admin fee / account holder | $144 | $3,104-95.4% | $3,227-95.5% | $5,404-97.3% |