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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 | $9,181 | $134,001-93.1% | $112,258-91.8% | $134,509-93.2% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -18.15% | 47.15%-65.3pp | 27.47%-45.6pp | 418.13%-436.3pp |
| Employer contribution / active EE | $784 | $4,039-80.6% | $3,636-78.4% | $4,741-83.5% |
| Participant deferral / active EE | $2,669 | $5,291-49.6% | $4,728-43.6% | $6,400-58.3% |
| Admin fee / account holder | $206 | $7,491-97.3% | $6,411-96.8% | $11,427-98.2% |