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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 | $254,926 | $134,817+89.1% | $123,973+105.6% | $155,188+64.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 16.36% | 515.49%-499.1pp | 388.13%-371.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $707 | $4,425-84.0% | $4,126-82.9% | $4,248-83.3% |
| Participant deferral / active EE | $6,535 | $5,706+14.5% | $5,247+24.5% | $6,531+0.1% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |