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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 | $22,485 | $65,704-65.8% | $94,229-76.1% | $59,633-62.3% |
| Participation rate | 61.5% | 72.1%-10.6pp | 78.8%-17.2pp | 68.7%-7.1pp |
| Annual return | -1.77% | 5.22%-7.0pp | 10.68%-12.5pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,450 | $3,143-53.9% | $4,320-66.4% | $3,192-54.6% |
| Admin fee / account holder | $83 | $4,265-98.1% | $6,269-98.7% | $4,297-98.1% |