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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 | $4,807 | $32,117-85.0% | $71,086-93.2% | $64,181-92.5% |
| Participation rate | 11.5% | 42.7%-31.2pp | 54.7%-43.1pp | 69.6%-58.0pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $48 | $712-93.2% | $1,088-95.6% | $2,381-98.0% |
| Participant deferral / active EE | $524 | $1,263-58.5% | $1,874-72.1% | $3,470-84.9% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |