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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 | $8,233 | $49,177-83.3% | $79,467-89.6% | $64,173-87.2% |
| Participation rate | 16.7% | 65.0%-48.4pp | 73.3%-56.7pp | 69.6%-52.9pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $79 | $2,076-96.2% | $2,800-97.2% | $2,381-96.7% |
| Participant deferral / active EE | $1,287 | $2,821-54.4% | $3,704-65.3% | $3,470-62.9% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |