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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 | $2,836 | $107,341-97.4% | $92,897-96.9% | $152,870-98.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 0.00% | 145.59%-145.6pp | 109.42%-109.4pp | 345.34%-345.3pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,880 | $4,847-61.2% | $4,238-55.6% | $5,850-67.9% |
| Admin fee / account holder | $4 | $7,080-99.9% | $5,794-99.9% | $11,597-100.0% |