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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 | $7,017 | $42,917-83.6% | $60,899-88.5% | $68,495-89.8% |
| Participation rate | 51.7% | 66.8%-15.1pp | 73.1%-21.4pp | 67.9%-16.2pp |
| Annual return | -12.87% | -13.99%+1.1pp | 16.92%-29.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $142 | $1,979-92.8% | $2,702-94.8% | $2,596-94.5% |
| Participant deferral / active EE | $1,497 | $2,867-47.8% | $3,817-60.8% | $4,028-62.8% |
| Admin fee / account holder | $146 | $3,102-95.3% | $3,225-95.5% | $5,403-97.3% |