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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 | $4,319 | $53,162-91.9% | $91,225-95.3% | $68,495-93.7% |
| Participation rate | 56.0% | 63.2%-7.2pp | 73.2%-17.2pp | 67.9%-11.9pp |
| Annual return | -15.81% | -3.14%-12.7pp | 114.10%-129.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,997 | $2,974-32.8% | $4,234-52.8% | $4,028-50.4% |
| Admin fee / account holder | $33 | $4,493-99.3% | $5,422-99.4% | $5,403-99.4% |