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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 | $2,937 | $65,367-95.5% | $92,915-96.8% | $72,976-96.0% |
| Participation rate | 68.0% | 68.3%-0.3pp | 76.0%-8.0pp | 69.5%-1.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $579 | $2,594-77.7% | $3,653-84.2% | $2,440-76.3% |
| Participant deferral / active EE | $1,648 | $3,128-47.3% | $4,238-61.1% | $3,608-54.3% |
| Admin fee / account holder | $10 | $4,251-99.8% | $5,796-99.8% | $5,124-99.8% |