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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 | $15,392 | $131,835-88.3% | $108,582-85.8% | $273,972-94.4% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 10.48% | -91.57%+102.0pp | -51.70%+62.2pp | 41.46%-31.0pp |
| Employer contribution / active EE | $821 | $4,913-83.3% | $3,758-78.2% | $4,869-83.1% |
| Participant deferral / active EE | $2,612 | $5,127-49.1% | $4,311-39.4% | $5,287-50.6% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |