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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 | $14,047 | $64,729-78.3% | $112,263-87.5% | $68,490-79.5% |
| Participation rate | 38.5% | 67.2%-28.7pp | 75.1%-36.6pp | 67.9%-29.4pp |
| Annual return | -17.86% | -11.40%-6.5pp | 27.49%-45.4pp | -7.85%-10.0pp |
| Employer contribution / active EE | $189 | $2,746-93.1% | $3,636-94.8% | $2,597-92.7% |
| Participant deferral / active EE | $1,691 | $3,566-52.6% | $4,729-64.3% | $4,028-58.0% |
| Admin fee / account holder | $270 | $5,222-94.8% | $6,410-95.8% | $5,403-95.0% |