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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 | $10,092 | $118,877-91.5% | $96,570-89.6% | $167,536-94.0% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $288 | $3,121-90.8% | $2,357-87.8% | $4,839-94.0% |
| Participant deferral / active EE | $3,600 | $4,617-22.0% | $3,849-6.5% | $6,342-43.2% |
| Admin fee / account holder | $79 | $8,069-99.0% | $6,182-98.7% | $12,315-99.4% |