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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 | $5,973 | $67,352-91.1% | $60,899-90.2% | $134,509-95.6% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.1%-44.5pp | 81.2%-52.7pp |
| Annual return | 0.00% | 49.99%-50.0pp | 16.92%-16.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $127 | $3,098-95.9% | $2,702-95.3% | $4,741-97.3% |
| Participant deferral / active EE | $2,122 | $4,539-53.2% | $3,817-44.4% | $6,400-66.8% |
| Admin fee / account holder | $114 | $4,585-97.5% | $3,225-96.5% | $11,427-99.0% |