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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 | $475,781 | $150,435+216.3% | $120,580+294.6% | $145,897+226.1% |
| Participation rate | 50.0% | 78.8%-28.8pp | 72.0%-22.0pp | 80.3%-30.3pp |
| Annual return | 19.72% | 154.60%-134.9pp | 107.48%-87.8pp | 552.29%-532.6pp |
| Employer contribution / active EE | $518 | $4,352-88.1% | $3,469-85.1% | $4,663-88.9% |
| Participant deferral / active EE | $15,250 | $6,174+147.0% | $4,995+205.3% | $6,689+128.0% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |