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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 | $13,734 | $100,811-86.4% | $86,698-84.2% | $134,545-89.8% |
| Participation rate | 42.9% | 79.0%-36.1pp | 76.6%-33.7pp | 81.2%-38.4pp |
| Annual return | -12.73% | 29.11%-41.8pp | 35.96%-48.7pp | 418.37%-431.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,981 | $5,339-62.9% | $4,656-57.5% | $6,401-69.1% |
| Admin fee / account holder | $214 | $10,926-98.0% | $7,492-97.2% | $11,431-98.1% |