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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 | $3,603 | $48,267-92.5% | $68,794-94.8% | $68,495-94.7% |
| Participation rate | 48.0% | 60.7%-12.7pp | 69.0%-21.0pp | 67.9%-19.9pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $289 | $1,829-84.2% | $2,656-89.1% | $2,596-88.9% |
| Participant deferral / active EE | $1,437 | $2,867-49.9% | $3,941-63.5% | $4,028-64.3% |
| Admin fee / account holder | $46 | $4,362-98.9% | $4,934-99.1% | $5,403-99.1% |