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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 | $3,516 | $46,697-92.5% | $117,529-97.0% | $68,490-94.9% |
| Participation rate | 22.2% | 56.8%-34.6pp | 70.6%-48.4pp | 67.9%-45.7pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $875 | $2,637-66.8% | $4,072-78.5% | $4,028-78.3% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,645-100.0% | $5,403-100.0% |