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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 | $2,556 | $67,411-96.2% | $91,004-97.2% | $70,126-96.4% |
| Participation rate | 63.4% | 71.4%-7.9pp | 75.6%-12.2pp | 69.5%-6.1pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,316 | $2,823-53.4% | $3,548-62.9% | $3,332-60.5% |
| Admin fee / account holder | $60 | $4,236-98.6% | $5,417-98.9% | $4,645-98.7% |