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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 | $14,141 | $167,352-91.6% | $143,788-90.2% | $134,509-89.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.20% | 0.47%-19.7pp | -0.03%-19.2pp | 418.13%-437.3pp |
| Employer contribution / active EE | $992 | $5,620-82.3% | $4,952-80.0% | $4,741-79.1% |
| Participant deferral / active EE | $2,987 | $6,447-53.7% | $5,638-47.0% | $6,400-53.3% |
| Admin fee / account holder | $7 | $18,091-100.0% | $14,675-100.0% | $11,427-99.9% |