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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 | $325,492 | $148,629+119.0% | $135,982+139.4% | $139,487+133.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 21.64% | 79.33%-57.7pp | 68.32%-46.7pp | 373.84%-352.2pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,111 | $8,102+37.1% | $7,760+43.2% | $6,713+65.5% |
| Admin fee / account holder | $55 | $12,406-99.6% | $10,767-99.5% | $11,407-99.5% |