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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 | $7,048 | $158,852-95.6% | $121,220-94.2% | $135,380-94.8% |
| Participation rate | 47.1% | 79.3%-32.3pp | 71.8%-24.7pp | 82.6%-35.6pp |
| Annual return | -7.77% | -0.64%-7.1pp | 16.94%-24.7pp | 519.81%-527.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $240 | $4,006-94.0% | $3,345-92.8% | $5,609-95.7% |
| Admin fee / account holder | $72 | $6,515-98.9% | $5,021-98.6% | $10,828-99.3% |