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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 | $376,580 | $150,447+150.3% | $136,298+176.3% | $147,586+155.2% |
| Participation rate | 10.5% | 84.4%-73.9pp | 81.9%-71.4pp | 82.8%-72.3pp |
| Annual return | 23.26% | 1049.15%-1025.9pp | 5156.27%-5133.0pp | 578.59%-555.3pp |
| Employer contribution / active EE | $120 | $5,256-97.7% | $4,696-97.5% | $4,876-97.5% |
| Participant deferral / active EE | $2,526 | $6,631-61.9% | $6,247-59.6% | $5,439-53.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |