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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 | $3,292 | $93,124-96.5% | $77,100-95.7% | $134,545-97.6% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $314 | $3,421-90.8% | $2,815-88.9% | $4,742-93.4% |
| Participant deferral / active EE | $1,673 | $5,242-68.1% | $4,430-62.2% | $6,401-73.9% |
| Admin fee / account holder | $12 | $6,970-99.8% | $5,443-99.8% | $11,431-99.9% |