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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 | $260,811 | $97,729+166.9% | $83,830+211.1% | $135,379+92.7% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -3.39% | 1287.52%-1290.9pp | 850.97%-854.4pp | 519.79%-523.2pp |
| Employer contribution / active EE | $509 | $4,222-87.9% | $3,631-86.0% | $4,779-89.3% |
| Participant deferral / active EE | $6,125 | $4,683+30.8% | $4,082+50.1% | $5,609+9.2% |
| Admin fee / account holder | $33 | $6,674-99.5% | $5,479-99.4% | $10,828-99.7% |