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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 | $5,671 | $131,835-95.7% | $108,582-94.8% | $273,972-97.9% |
| Participation rate | 53.8% | 83.5%-29.6pp | 79.6%-25.7pp | 83.0%-29.2pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $446 | $4,913-90.9% | $3,758-88.1% | $4,869-90.8% |
| Participant deferral / active EE | $2,279 | $5,127-55.6% | $4,311-47.1% | $5,287-56.9% |
| Admin fee / account holder | $2 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |