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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 | $9,025 | $138,076-93.5% | $123,553-92.7% | $135,380-93.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $847 | $5,152-83.6% | $4,628-81.7% | $4,779-82.3% |
| Participant deferral / active EE | $4,980 | $6,800-26.8% | $6,426-22.5% | $5,609-11.2% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |