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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 | $5,502 | $123,793-95.6% | $177,840-96.9% | $79,852-93.1% |
| Participation rate | 61.8% | 84.7%-22.9pp | 87.7%-26.0pp | 69.6%-7.9pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.32%-48.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,087 | $5,956-48.2% | $7,714-60.0% | $3,740-17.5% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |