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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 | $349,249 | $154,228+126.5% | $145,433+140.1% | $137,256+154.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 19.83% | 74.59%-54.8pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $600 | $4,804-87.5% | $4,554-86.8% | $4,156-85.6% |
| Participant deferral / active EE | $7,800 | $8,216-5.1% | $7,897-1.2% | $6,407+21.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |