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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 | $17,366 | $50,947-65.9% | $74,551-76.7% | $64,173-72.9% |
| Participation rate | 21.4% | 61.1%-39.6pp | 69.1%-47.7pp | 69.6%-48.1pp |
| Annual return | -6.76% | -1.85%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,312 | $2,302-43.0% | $3,108-57.8% | $3,470-62.2% |
| Admin fee / account holder | $159 | $4,221-96.2% | $5,059-96.9% | $4,887-96.8% |