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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 | $6,050 | $41,151-85.3% | $80,648-92.5% | $71,529-91.5% |
| Participation rate | 16.3% | 50.2%-34.0pp | 67.0%-50.8pp | 67.9%-51.7pp |
| Annual return | 0.00% | 38.49%-38.5pp | 937.21%-937.2pp | 28.97%-29.0pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $2,724-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,055 | $2,700-60.9% | $4,443-76.3% | $4,291-75.4% |
| Admin fee / account holder | $197 | $1,842-89.3% | $5,382-96.3% | $1,588-87.6% |