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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 | $10,549 | $82,630-87.2% | $64,105-83.5% | $125,389-91.6% |
| Participation rate | 64.7% | 75.9%-11.1pp | 68.2%-3.5pp | 83.2%-18.5pp |
| Annual return | -1.73% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $83 | $2,671-96.9% | $1,820-95.4% | $4,866-98.3% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $33 | $6,382-99.5% | $4,499-99.3% | $9,541-99.7% |