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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 | $14,358 | $100,811-85.8% | $86,698-83.4% | $134,545-89.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -19.61% | 29.11%-48.7pp | 35.96%-55.6pp | 418.37%-438.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,500 | $5,339-53.2% | $4,656-46.3% | $6,401-60.9% |
| Admin fee / account holder | $153 | $10,926-98.6% | $7,492-98.0% | $11,431-98.7% |