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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 | $5,156 | $65,361-92.1% | $92,903-94.5% | $72,983-92.9% |
| Participation rate | 68.6% | 68.3%+0.3pp | 76.0%-7.4pp | 69.5%-0.9pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.43%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $577 | $2,594-77.8% | $3,653-84.2% | $2,440-76.4% |
| Participant deferral / active EE | $1,872 | $3,128-40.2% | $4,238-55.8% | $3,608-48.1% |
| Admin fee / account holder | $31 | $4,251-99.3% | $5,795-99.5% | $5,124-99.4% |