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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 | $12,126 | $69,012-82.4% | $160,009-92.4% | $68,486-82.3% |
| Participation rate | 43.3% | 65.4%-22.1pp | 78.0%-34.6pp | 67.9%-24.6pp |
| Annual return | 0.10% | -9.65%+9.8pp | 408.85%-408.7pp | -7.85%+8.0pp |
| Employer contribution / active EE | $381 | $2,212-82.8% | $4,225-91.0% | $2,597-85.3% |
| Participant deferral / active EE | $1,495 | $4,212-64.5% | $6,183-75.8% | $4,028-62.9% |
| Admin fee / account holder | $102 | $4,798-97.9% | $8,715-98.8% | $5,404-98.1% |