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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 | $3,523 | $107,353-96.7% | $92,903-96.2% | $152,885-97.7% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $531 | $4,222-87.4% | $3,653-85.5% | $4,763-88.9% |
| Participant deferral / active EE | $1,547 | $4,848-68.1% | $4,238-63.5% | $5,851-73.6% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |