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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 | $11,155 | $72,177-84.5% | $115,037-90.3% | $59,633-81.3% |
| Participation rate | 60.6% | 72.6%-12.0pp | 81.4%-20.8pp | 68.7%-8.1pp |
| Annual return | -0.94% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $417 | $2,841-85.3% | $4,608-90.9% | $2,203-81.1% |
| Participant deferral / active EE | $2,113 | $4,783-55.8% | $6,026-64.9% | $3,192-33.8% |
| Admin fee / account holder | $76 | $4,927-98.5% | $8,175-99.1% | $4,297-98.2% |