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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 | $5,937 | $48,267-87.7% | $68,808-91.4% | $68,486-91.3% |
| Participation rate | 62.1% | 60.7%+1.4pp | 69.0%-6.9pp | 67.9%-5.8pp |
| Annual return | -18.09% | -12.70%-5.4pp | -6.37%-11.7pp | -7.85%-10.2pp |
| Employer contribution / active EE | $319 | $1,829-82.6% | $2,656-88.0% | $2,597-87.7% |
| Participant deferral / active EE | $2,047 | $2,867-28.6% | $3,942-48.1% | $4,028-49.2% |
| Admin fee / account holder | $299 | $4,362-93.2% | $4,936-93.9% | $5,404-94.5% |