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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 | $365,736 | $227,399+60.8% | $189,758+92.7% | $198,609+84.1% |
| Participation rate | 23.5% | 84.0%-60.5pp | 79.8%-56.3pp | 82.4%-58.8pp |
| Annual return | 14.99% | 61.03%-46.0pp | 52.62%-37.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $743 | $5,526-86.6% | $4,767-84.4% | $5,055-85.3% |
| Participant deferral / active EE | $4,272 | $6,837-37.5% | $5,856-27.1% | $6,977-38.8% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |