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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 | $14,602 | $50,958-71.3% | $74,552-80.4% | $64,181-77.2% |
| Participation rate | 28.9% | 61.1%-32.1pp | 69.1%-40.2pp | 69.6%-40.6pp |
| Annual return | -7.06% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,220 | $2,301-47.0% | $3,108-60.7% | $3,470-64.8% |
| Admin fee / account holder | $14 | $4,223-99.7% | $5,060-99.7% | $4,887-99.7% |