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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 | $2,523 | $64,719-96.1% | $112,249-97.8% | $68,486-96.3% |
| Participation rate | 42.2% | 67.2%-24.9pp | 75.1%-32.8pp | 67.9%-25.7pp |
| Annual return | -18.56% | -11.40%-7.2pp | 27.48%-46.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $402 | $2,747-85.4% | $3,636-88.9% | $2,597-84.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $285 | $5,232-94.5% | $6,412-95.6% | $5,404-94.7% |