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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 | $4,044 | $63,346-93.6% | $92,240-95.6% | $70,126-94.2% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $432 | $2,471-82.5% | $3,680-88.2% | $2,343-81.5% |
| Participant deferral / active EE | $1,825 | $2,854-36.1% | $3,897-53.2% | $3,332-45.2% |
| Admin fee / account holder | $44 | $3,841-98.9% | $5,194-99.2% | $4,645-99.1% |