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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 | $5,874 | $95,895-93.9% | $79,576-92.6% | $134,509-95.6% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | 0.00% | -2.72%+2.7pp | 0.15%-0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $514 | $3,128-83.6% | $2,413-78.7% | $4,741-89.1% |
| Participant deferral / active EE | $3,237 | $4,693-31.0% | $3,985-18.8% | $6,400-49.4% |
| Admin fee / account holder | $4 | $9,129-100.0% | $6,834-99.9% | $11,427-100.0% |