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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 | $8,861 | $114,119-92.2% | $107,187-91.7% | $138,895-93.6% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.4pp | 79.9%-51.3pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $499 | $4,059-87.7% | $3,782-86.8% | $4,194-88.1% |
| Participant deferral / active EE | $2,036 | $5,538-63.2% | $5,096-60.1% | $6,396-68.2% |
| Admin fee / account holder | $14 | $10,024-99.9% | $9,162-99.9% | $12,562-99.9% |