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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 | $375 | $104,650-99.6% | $83,854-99.6% | $155,188-99.8% |
| Participation rate | 60.0% | 65.1%-5.1pp | 59.1%+0.9pp | 80.8%-20.8pp |
| Annual return | 0.00% | 28.97%-29.0pp | 31.39%-31.4pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,055 | $2,367-55.4% | $2,035-48.2% | $6,531-83.8% |
| Admin fee / account holder | $17 | $3,518-99.5% | $3,197-99.5% | $14,480-99.9% |