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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 | $4,301 | $37,117-88.4% | $147,618-97.1% | $55,191-92.2% |
| Participation rate | 17.7% | 63.6%-45.9pp | 84.6%-66.9pp | 69.2%-51.5pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $97 | $1,620-94.0% | $5,565-98.2% | $1,899-94.9% |
| Participant deferral / active EE | $624 | $1,985-68.6% | $4,895-87.3% | $3,046-79.5% |
| Admin fee / account holder | $67 | $86-22.1% | $11,612-99.4% | $91-26.5% |