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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 | $2,944 | $48,277-93.9% | $67,511-95.6% | $80,874-96.4% |
| Participation rate | 22.5% | 66.4%-43.9pp | 72.9%-50.4pp | 67.6%-45.1pp |
| Annual return | 11.33% | 18.27%-6.9pp | 3517.41%-3506.1pp | 35.62%-24.3pp |
| Employer contribution / active EE | $106 | $2,021-94.7% | $2,733-96.1% | $2,756-96.1% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $84 | $3,687-97.7% | $3,999-97.9% | $6,935-98.8% |