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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 | $5,216 | $67,372-92.3% | $60,906-91.4% | $134,532-96.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -18.40% | 50.05%-68.4pp | 16.94%-35.3pp | 418.27%-436.7pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,400 | $4,532-69.1% | $3,814-63.3% | $6,401-78.1% |
| Admin fee / account holder | $257 | $4,588-94.4% | $3,227-92.0% | $11,429-97.7% |