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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 | $14,201 | $64,719-78.1% | $112,249-87.3% | $68,486-79.3% |
| Participation rate | 27.0% | 67.2%-40.1pp | 75.1%-48.0pp | 67.9%-40.9pp |
| Annual return | -18.39% | -11.40%-7.0pp | 27.48%-45.9pp | -7.85%-10.5pp |
| Employer contribution / active EE | $679 | $2,747-75.3% | $3,636-81.3% | $2,597-73.9% |
| Participant deferral / active EE | $1,672 | $3,565-53.1% | $4,729-64.6% | $4,028-58.5% |
| Admin fee / account holder | $48 | $5,232-99.1% | $6,412-99.3% | $5,404-99.1% |