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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 | $4,158 | $32,117-87.1% | $71,086-94.2% | $64,173-93.5% |
| Participation rate | 34.5% | 42.7%-8.2pp | 54.7%-20.2pp | 69.6%-35.1pp |
| Annual return | -9.64% | -5.57%-4.1pp | 650.59%-660.2pp | 7.63%-17.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $930 | $1,263-26.4% | $1,874-50.4% | $3,470-73.2% |
| Admin fee / account holder | $14 | $2,759-99.5% | $3,082-99.6% | $4,887-99.7% |