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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 | $4,448 | $118,877-96.3% | $96,570-95.4% | $167,536-97.3% |
| Participation rate | 46.2% | 75.5%-29.3pp | 69.8%-23.7pp | 82.1%-36.0pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $463 | $3,121-85.2% | $2,357-80.4% | $4,839-90.4% |
| Participant deferral / active EE | $1,563 | $4,617-66.1% | $3,849-59.4% | $6,342-75.4% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |