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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 | $9,041 | $129,959-93.0% | $104,301-91.3% | $134,532-93.3% |
| Participation rate | 42.9% | 79.5%-36.7pp | 73.3%-30.4pp | 81.2%-38.4pp |
| Annual return | -17.98% | 42.04%-60.0pp | 24.61%-42.6pp | 418.27%-436.2pp |
| Employer contribution / active EE | $673 | $4,185-83.9% | $3,373-80.1% | $4,741-85.8% |
| Participant deferral / active EE | $1,338 | $5,589-76.1% | $4,626-71.1% | $6,401-79.1% |
| Admin fee / account holder | $10 | $9,325-99.9% | $7,340-99.9% | $11,429-99.9% |