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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 | $17,175 | $64,719-73.5% | $112,249-84.7% | $68,486-74.9% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | -17.56% | -11.40%-6.2pp | 27.48%-45.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,591 | $3,565-27.3% | $4,729-45.2% | $4,028-35.7% |
| Admin fee / account holder | $94 | $5,232-98.2% | $6,412-98.5% | $5,404-98.3% |