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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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $407,770 | $167,362+143.6% | $143,799+183.6% | $134,532+203.1% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -5.05% | 0.47%-5.5pp | -0.04%-5.0pp | 418.27%-423.3pp |
| Employer contribution / active EE | $1,140 | $5,620-79.7% | $4,952-77.0% | $4,741-76.0% |
| Participant deferral / active EE | $2,800 | $6,447-56.6% | $5,638-50.3% | $6,401-56.3% |
| Admin fee / account holder | $12 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |