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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 | $4,801 | $69,252-93.1% | $64,099-92.5% | $139,456-96.6% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 0.00% | 45.89%-45.9pp | 33.70%-33.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $38 | $3,184-98.8% | $2,748-98.6% | $4,753-99.2% |
| Participant deferral / active EE | $864 | $4,683-81.6% | $3,881-77.7% | $6,711-87.1% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |