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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 | $4,563 | $84,236-94.6% | $170,439-97.3% | $70,124-93.5% |
| Participation rate | 40.6% | 70.8%-30.2pp | 83.6%-43.0pp | 69.5%-28.9pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $256 | $3,387-92.5% | $5,433-95.3% | $2,342-89.1% |
| Participant deferral / active EE | $858 | $3,086-72.2% | $4,939-82.6% | $3,332-74.2% |
| Admin fee / account holder | $3 | $5,698-100.0% | $13,881-100.0% | $4,645-99.9% |