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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 | $10,853 | $79,449-86.3% | $189,575-94.3% | $85,847-87.4% |
| Participation rate | 23.1% | 66.0%-42.9pp | 78.4%-55.4pp | 69.3%-46.2pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.19%-64.2pp | 318.61%-318.6pp |
| Employer contribution / active EE | $358 | $2,081-82.8% | $4,412-91.9% | $2,565-86.0% |
| Participant deferral / active EE | $2,144 | $4,051-47.1% | $6,174-65.3% | $3,952-45.7% |
| Admin fee / account holder | $23 | $5,377-99.6% | $9,806-99.8% | $6,261-99.6% |