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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 | $338,822 | $150,346+125.4% | $120,524+181.1% | $145,877+132.3% |
| Participation rate | 16.7% | 78.8%-62.1pp | 71.9%-55.3pp | 80.3%-63.6pp |
| Annual return | 9.36% | 154.40%-145.0pp | 107.36%-98.0pp | 551.28%-541.9pp |
| Employer contribution / active EE | $319 | $4,353-92.7% | $3,469-90.8% | $4,663-93.2% |
| Participant deferral / active EE | $3,333 | $6,172-46.0% | $4,994-33.2% | $6,691-50.2% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |