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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 | $5,717 | $59,123-90.3% | $77,183-92.6% | $75,181-92.4% |
| Participation rate | 30.6% | 63.9%-33.3pp | 69.6%-39.0pp | 67.2%-36.6pp |
| Annual return | 0.00% | 26.72%-26.7pp | 37.89%-37.9pp | 160.69%-160.7pp |
| Employer contribution / active EE | $245 | $1,996-87.7% | $2,534-90.3% | $2,671-90.8% |
| Participant deferral / active EE | $1,448 | $2,999-51.7% | $3,833-62.2% | $4,126-64.9% |
| Admin fee / account holder | $0 | $4,776-100.0% | $5,475-100.0% | $5,650-100.0% |