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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 | $3,953 | $95,188-95.8% | $76,518-94.8% | $135,380-97.1% |
| Participation rate | 22.7% | 74.4%-51.7pp | 68.0%-45.3pp | 82.6%-59.9pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $100 | $3,303-97.0% | $2,647-96.2% | $4,779-97.9% |
| Participant deferral / active EE | $835 | $4,640-82.0% | $3,836-78.2% | $5,609-85.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |