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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 | $7,518 | $106,905-93.0% | $84,020-91.1% | $152,885-95.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 0.00% | 105.00%-105.0pp | 71.31%-71.3pp | 345.39%-345.4pp |
| Employer contribution / active EE | $152 | $2,735-94.4% | $1,984-92.3% | $4,763-96.8% |
| Participant deferral / active EE | $4,059 | $4,012+1.2% | $3,239+25.3% | $5,851-30.6% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |