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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 | $8,641 | $198,457-95.6% | $170,435-94.9% | $147,586-94.1% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,201 | $6,183-80.6% | $5,432-77.9% | $4,876-75.4% |
| Participant deferral / active EE | $2,218 | $5,629-60.6% | $4,939-55.1% | $5,439-59.2% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |