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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 | $3,343 | $97,732-96.6% | $83,831-96.0% | $135,380-97.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $527 | $4,222-87.5% | $3,631-85.5% | $4,779-89.0% |
| Participant deferral / active EE | $1,327 | $4,683-71.7% | $4,082-67.5% | $5,609-76.3% |
| Admin fee / account holder | $13 | $6,675-99.8% | $5,479-99.8% | $10,828-99.9% |