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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 | $6,137 | $72,486-91.5% | $87,103-93.0% | $72,976-91.6% |
| Participation rate | 32.0% | 72.8%-40.8pp | 76.9%-44.9pp | 69.5%-37.5pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $118 | $1,894-93.8% | $2,521-95.3% | $2,440-95.2% |
| Participant deferral / active EE | $1,825 | $3,270-44.2% | $4,049-54.9% | $3,608-49.4% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |