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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 | $1,809 | $27,639-93.5% | $61,501-97.1% | $68,490-97.4% |
| Participation rate | 35.1% | 39.5%-4.4pp | 52.6%-17.4pp | 67.9%-32.8pp |
| Annual return | -13.12% | -13.19%+0.1pp | 339.04%-352.2pp | -7.85%-5.3pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $537 | $1,264-57.5% | $2,125-74.7% | $4,028-86.7% |
| Admin fee / account holder | $22 | $2,012-98.9% | $2,132-99.0% | $5,403-99.6% |