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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 | $365,312 | $162,136+125.3% | $152,301+139.9% | $154,746+136.1% |
| Participation rate | 16.7% | 84.1%-67.4pp | 82.4%-65.8pp | 80.7%-64.0pp |
| Annual return | 17.42% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $797 | $4,890-83.7% | $4,624-82.8% | $4,379-81.8% |
| Participant deferral / active EE | $5,167 | $8,341-38.1% | $8,004-35.4% | $6,730-23.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |