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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 | $24,353 | $131,835-81.5% | $108,582-77.6% | $273,972-91.1% |
| Participation rate | 14.3% | 83.5%-69.2pp | 79.6%-65.3pp | 83.0%-68.7pp |
| Annual return | 12.14% | -91.57%+103.7pp | -51.70%+63.8pp | 41.46%-29.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,571 | $5,127-49.8% | $4,311-40.4% | $5,287-51.4% |
| Admin fee / account holder | $127 | $10,253-98.8% | $7,645-98.3% | $10,133-98.7% |