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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 | $5,734 | $71,872-92.0% | $86,691-93.4% | $68,495-91.6% |
| Participation rate | 47.1% | 72.2%-25.1pp | 76.6%-29.5pp | 67.9%-20.8pp |
| Annual return | -15.06% | 3.53%-18.6pp | 35.94%-51.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $391 | $2,173-82.0% | $2,837-86.2% | $2,596-84.9% |
| Participant deferral / active EE | $1,781 | $3,779-52.9% | $4,656-61.8% | $4,028-55.8% |
| Admin fee / account holder | $104 | $6,112-98.3% | $7,492-98.6% | $5,403-98.1% |