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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 | $8,320 | $93,346-91.1% | $71,796-88.4% | $273,972-97.0% |
| Participation rate | 16.7% | 76.5%-59.9pp | 69.1%-52.4pp | 83.0%-66.3pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $197 | $2,733-92.8% | $1,924-89.8% | $4,869-96.0% |
| Participant deferral / active EE | $1,161 | $3,475-66.6% | $2,794-58.5% | $5,287-78.0% |
| Admin fee / account holder | $4 | $6,571-99.9% | $4,815-99.9% | $10,133-100.0% |