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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 | $5,854 | $42,909-86.4% | $60,906-90.4% | $68,486-91.5% |
| Participation rate | 65.7% | 66.8%-1.1pp | 73.1%-7.4pp | 67.9%-2.2pp |
| Annual return | -18.03% | -13.99%-4.0pp | 16.94%-35.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,509 | $2,866-47.3% | $3,814-60.4% | $4,028-62.5% |
| Admin fee / account holder | $85 | $3,104-97.2% | $3,227-97.4% | $5,404-98.4% |