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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 | $384,232 | $141,004+172.5% | $112,273+242.2% | $139,456+175.5% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 22.12% | 32.75%-10.6pp | 30.23%-8.1pp | 373.45%-351.3pp |
| Employer contribution / active EE | $280 | $4,285-93.5% | $3,431-91.8% | $4,753-94.1% |
| Participant deferral / active EE | $8,333 | $5,878+41.8% | $4,800+73.6% | $6,711+24.2% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |