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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 | $4,344 | $106,008-95.9% | $92,240-95.3% | $147,586-97.1% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $520 | $4,333-88.0% | $3,680-85.9% | $4,876-89.3% |
| Participant deferral / active EE | $1,965 | $4,478-56.1% | $3,897-49.6% | $5,439-63.9% |
| Admin fee / account holder | $7 | $6,333-99.9% | $5,194-99.9% | $10,886-99.9% |