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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 | $6,117 | $107,353-94.3% | $92,903-93.4% | $152,885-96.0% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $348 | $4,222-91.8% | $3,653-90.5% | $4,763-92.7% |
| Participant deferral / active EE | $2,345 | $4,848-51.6% | $4,238-44.7% | $5,851-59.9% |
| Admin fee / account holder | $4 | $7,081-99.9% | $5,795-99.9% | $11,598-100.0% |