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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 | $16,317 | $91,537-82.2% | $130,045-87.5% | $75,173-78.3% |
| Participation rate | 14.6% | 71.5%-56.9pp | 78.5%-63.9pp | 67.2%-52.6pp |
| Annual return | 30.55% | -631.55%+662.1pp | -137.30%+167.8pp | 160.72%-130.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,885 | $4,343-56.6% | $5,820-67.6% | $4,126-54.3% |
| Admin fee / account holder | $63 | $6,780-99.1% | $10,600-99.4% | $5,651-98.9% |