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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 | $7,985 | $81,870-90.2% | $119,634-93.3% | $68,490-88.3% |
| Participation rate | 31.7% | 71.9%-40.1pp | 79.3%-47.5pp | 67.9%-36.2pp |
| Annual return | -13.80% | -23.82%+10.0pp | -14.98%+1.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $500 | $2,692-81.4% | $4,232-88.2% | $2,597-80.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,329-100.0% | $5,403-100.0% |