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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 | $3,311 | $127,100-97.4% | $105,738-96.9% | $135,379-97.6% |
| Participation rate | 63.6% | 82.7%-19.1pp | 76.3%-12.7pp | 82.6%-19.0pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $556 | $4,107-86.5% | $3,268-83.0% | $4,779-88.4% |
| Participant deferral / active EE | $2,005 | $5,064-60.4% | $4,080-50.9% | $5,609-64.3% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |