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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 | $1,685 | $45,872-96.3% | $77,081-97.8% | $68,495-97.5% |
| Participation rate | 41.9% | 55.9%-14.0pp | 67.9%-26.0pp | 67.9%-26.0pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.33%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $205 | $1,650-87.6% | $2,813-92.7% | $2,596-92.1% |
| Participant deferral / active EE | $1,082 | $2,963-63.5% | $4,428-75.6% | $4,028-73.1% |
| Admin fee / account holder | $124 | $3,041-95.9% | $5,427-97.7% | $5,403-97.7% |