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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 | $4,147 | $84,236-95.1% | $170,435-97.6% | $70,126-94.1% |
| Participation rate | 30.2% | 70.8%-40.6pp | 83.6%-53.4pp | 69.5%-39.4pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $317 | $3,387-90.7% | $5,432-94.2% | $2,343-86.5% |
| Participant deferral / active EE | $944 | $3,086-69.4% | $4,939-80.9% | $3,332-71.7% |
| Admin fee / account holder | $103 | $5,698-98.2% | $13,881-99.3% | $4,645-97.8% |