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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 | $4,592 | $100,203-95.4% | $85,240-94.6% | $145,897-96.9% |
| Participation rate | 12.5% | 74.1%-61.6pp | 67.5%-55.0pp | 80.3%-67.8pp |
| Annual return | 0.00% | 84.28%-84.3pp | 66.75%-66.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $173 | $3,242-94.7% | $2,735-93.7% | $4,663-96.3% |
| Participant deferral / active EE | $931 | $5,299-82.4% | $4,527-79.4% | $6,689-86.1% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |