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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 | $288,365 | $202,342+42.5% | $172,752+66.9% | $152,897+88.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 23.96% | 1029.83%-1005.9pp | 802.97%-779.0pp | 345.43%-321.5pp |
| Employer contribution / active EE | $1,147 | $5,858-80.4% | $5,144-77.7% | $4,764-75.9% |
| Participant deferral / active EE | $4,476 | $5,948-24.7% | $5,198-13.9% | $5,851-23.5% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |