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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 | $7,029 | $67,214-89.5% | $61,491-88.6% | $134,509-94.8% |
| Participation rate | 66.7% | 83.7%-17.0pp | 79.3%-12.7pp | 81.2%-14.6pp |
| Annual return | 0.00% | -12.08%+12.1pp | -12.98%+13.0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,199 | $4,974-75.9% | $4,246-71.8% | $4,741-74.7% |
| Participant deferral / active EE | $10,867 | $6,103+78.1% | $5,188+109.5% | $6,400+69.8% |
| Admin fee / account holder | $5 | $4,610-99.9% | $4,312-99.9% | $11,427-100.0% |