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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 | $5,110 | $118,877-95.7% | $96,570-94.7% | $167,536-96.9% |
| Participation rate | 52.4% | 75.5%-23.1pp | 69.8%-17.4pp | 82.1%-29.7pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $385 | $3,121-87.7% | $2,357-83.7% | $4,839-92.0% |
| Participant deferral / active EE | $1,929 | $4,617-58.2% | $3,849-49.9% | $6,342-69.6% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |