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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 | $7,832 | $73,848-89.4% | $143,799-94.6% | $68,486-88.6% |
| Participation rate | 51.3% | 66.7%-15.4pp | 80.3%-29.0pp | 67.9%-16.6pp |
| Annual return | -8.61% | 0.91%-9.5pp | -0.04%-8.6pp | -7.85%-0.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,693 | $3,385-50.0% | $5,638-70.0% | $4,028-58.0% |
| Admin fee / account holder | $152 | $5,755-97.4% | $14,677-99.0% | $5,404-97.2% |