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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 | $19,147 | $91,537-79.1% | $130,045-85.3% | $75,173-74.5% |
| Participation rate | 25.9% | 71.5%-45.5pp | 78.5%-52.6pp | 67.2%-41.3pp |
| Annual return | 35.77% | -631.55%+667.3pp | -137.30%+173.1pp | 160.72%-125.0pp |
| Employer contribution / active EE | $580 | $2,845-79.6% | $4,321-86.6% | $2,671-78.3% |
| Participant deferral / active EE | $2,728 | $4,343-37.2% | $5,820-53.1% | $4,126-33.9% |
| Admin fee / account holder | $133 | $6,780-98.0% | $10,600-98.7% | $5,651-97.6% |