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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 | $12,959 | $56,339-77.0% | $104,301-87.6% | $68,486-81.1% |
| Participation rate | 33.3% | 63.3%-29.9pp | 73.3%-39.9pp | 67.9%-34.6pp |
| Annual return | -19.07% | -9.19%-9.9pp | 24.61%-43.7pp | -7.85%-11.2pp |
| Employer contribution / active EE | $281 | $1,960-85.7% | $3,373-91.7% | $2,597-89.2% |
| Participant deferral / active EE | $1,188 | $3,077-61.4% | $4,626-74.3% | $4,028-70.5% |
| Admin fee / account holder | $0 | $4,902-100.0% | $7,340-100.0% | $5,404-100.0% |