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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 | $4,128 | $95,975-95.7% | $74,549-94.5% | $135,379-97.0% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $888 | $3,844-76.9% | $3,108-71.4% | $5,609-84.2% |
| Admin fee / account holder | $20 | $6,522-99.7% | $5,059-99.6% | $10,828-99.8% |