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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 | $9,937 | $176,786-94.4% | $146,643-93.2% | $167,536-94.1% |
| Participation rate | 44.4% | 83.6%-39.2pp | 80.1%-35.6pp | 82.1%-37.7pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $453 | $5,161-91.2% | $4,137-89.1% | $4,839-90.6% |
| Participant deferral / active EE | $3,856 | $6,440-40.1% | $5,506-30.0% | $6,342-39.2% |
| Admin fee / account holder | $4 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |