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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 | $6,034 | $67,352-91.0% | $60,899-90.1% | $134,509-95.5% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -18.62% | 49.99%-68.6pp | 16.92%-35.5pp | 418.13%-436.8pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $939 | $4,539-79.3% | $3,817-75.4% | $6,400-85.3% |
| Admin fee / account holder | $21 | $4,585-99.5% | $3,225-99.3% | $11,427-99.8% |