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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 | $8,520 | $54,370-84.3% | $82,763-89.7% | $68,490-87.6% |
| Participation rate | 26.5% | 63.9%-37.4pp | 72.6%-46.0pp | 67.9%-41.4pp |
| Annual return | -13.20% | -13.67%+0.5pp | 702.45%-715.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,394 | $3,247-57.1% | $4,395-68.3% | $4,028-65.4% |
| Admin fee / account holder | $115 | $4,398-97.4% | $5,325-97.8% | $5,403-97.9% |