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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 | $3,911 | $107,363-96.4% | $92,909-95.8% | $152,897-97.4% |
| Participation rate | 52.4% | 79.8%-27.4pp | 76.0%-23.6pp | 82.5%-30.1pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $487 | $4,222-88.5% | $3,653-86.7% | $4,764-89.8% |
| Participant deferral / active EE | $1,494 | $4,848-69.2% | $4,238-64.7% | $5,851-74.5% |
| Admin fee / account holder | $3 | $7,082-100.0% | $5,795-99.9% | $11,599-100.0% |