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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 | $10,614 | $56,484-81.2% | $169,452-93.7% | $64,173-83.5% |
| Participation rate | 38.5% | 64.5%-26.1pp | 77.8%-39.3pp | 69.6%-31.1pp |
| Annual return | -7.33% | -1.55%-5.8pp | 1.83%-9.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,360 | $3,448-60.6% | $5,277-74.2% | $3,470-60.8% |
| Admin fee / account holder | $3 | $4,174-99.9% | $9,110-100.0% | $4,887-99.9% |