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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 | $317,731 | $107,941+194.4% | $91,994+245.4% | $152,909+107.8% |
| Participation rate | 65.0% | 81.2%-16.2pp | 78.6%-13.6pp | 82.5%-17.5pp |
| Annual return | 31.51% | 89.28%-57.8pp | 69.04%-37.5pp | 345.46%-314.0pp |
| Employer contribution / active EE | $25 | $4,212-99.4% | $3,453-99.3% | $4,764-99.5% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30 | $10,521-99.7% | $7,744-99.6% | $11,601-99.7% |