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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 | $10,285 | $131,835-92.2% | $108,582-90.5% | $273,972-96.2% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.6%-26.2pp | 83.0%-29.7pp |
| Annual return | 10.71% | -91.57%+102.3pp | -51.70%+62.4pp | 41.46%-30.7pp |
| Employer contribution / active EE | $601 | $4,913-87.8% | $3,758-84.0% | $4,869-87.6% |
| Participant deferral / active EE | $3,115 | $5,127-39.2% | $4,311-27.7% | $5,287-41.1% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |