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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 | $6,330 | $67,372-90.6% | $60,906-89.6% | $134,532-95.3% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.1%-39.8pp | 81.2%-47.9pp |
| Annual return | -11.32% | 50.05%-61.4pp | 16.94%-28.3pp | 418.27%-429.6pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,140 | $4,532-74.9% | $3,814-70.1% | $6,401-82.2% |
| Admin fee / account holder | $40 | $4,588-99.1% | $3,227-98.8% | $11,429-99.6% |