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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 | $17,864 | $73,019-75.5% | $90,766-80.3% | $68,490-73.9% |
| Participation rate | 58.3% | 70.8%-12.5pp | 75.7%-17.4pp | 67.9%-9.6pp |
| Annual return | -17.50% | -13.81%-3.7pp | -12.16%-5.3pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,272 | $3,626-37.4% | $4,565-50.2% | $4,028-43.6% |
| Admin fee / account holder | $237 | $5,897-96.0% | $8,446-97.2% | $5,403-95.6% |