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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 | $5,674 | $81,643-93.1% | $70,462-91.9% | $158,950-96.4% |
| Participation rate | 41.7% | 77.7%-36.1pp | 75.1%-33.4pp | 82.0%-40.3pp |
| Annual return | 0.00% | 208.51%-208.5pp | 109.08%-109.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $158 | $3,218-95.1% | $2,737-94.2% | $4,762-96.7% |
| Participant deferral / active EE | $2,194 | $4,555-51.8% | $3,710-40.9% | $5,983-63.3% |
| Admin fee / account holder | $15 | $6,194-99.8% | $3,845-99.6% | $11,248-99.9% |