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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 | $2,154 | $43,333-95.0% | $59,883-96.4% | $64,186-96.6% |
| Participation rate | 31.3% | 69.2%-37.8pp | 74.7%-43.4pp | 69.6%-38.2pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $8 | $2,029-99.6% | $2,722-99.7% | $2,381-99.7% |
| Participant deferral / active EE | $780 | $2,547-69.4% | $3,402-77.1% | $3,470-77.5% |
| Admin fee / account holder | $37 | $3,006-98.8% | $3,591-99.0% | $4,888-99.2% |