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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 | $185,312+97.4% | $161,489+126.5% | $154,746+136.3% |
| Participation rate | 23.5% | 82.5%-58.9pp | 78.7%-55.2pp | 80.7%-57.2pp |
| Annual return | 14.99% | 103.84%-88.9pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $743 | $4,769-84.4% | $4,268-82.6% | $4,379-83.0% |
| Participant deferral / active EE | $4,272 | $6,350-32.7% | $5,630-24.1% | $6,730-36.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |