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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 | $360,548 | $156,398+130.5% | $147,318+144.7% | $138,895+159.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 13.29% | 78.75%-65.5pp | 70.43%-57.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,386 | $8,237-46.8% | $7,906-44.5% | $6,396-31.4% |
| Admin fee / account holder | $120 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |