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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 | $4,846 | $95,917-94.9% | $79,583-93.9% | $134,545-96.4% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $293 | $3,129-90.6% | $2,414-87.9% | $4,742-93.8% |
| Participant deferral / active EE | $2,806 | $4,694-40.2% | $3,986-29.6% | $6,401-56.2% |
| Admin fee / account holder | $1 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |