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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 | $5,407 | $53,162-89.8% | $91,227-94.1% | $68,490-92.1% |
| Participation rate | 25.9% | 63.2%-37.3pp | 73.2%-47.3pp | 67.9%-42.0pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.14%-114.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,481 | $2,974-50.2% | $4,234-65.0% | $4,028-63.2% |
| Admin fee / account holder | $49 | $4,493-98.9% | $5,423-99.1% | $5,403-99.1% |