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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 | $271,941 | $171,867+58.2% | $149,721+81.6% | $147,586+84.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 22.78% | 2113.36%-2090.6pp | 1501.67%-1478.9pp | 578.59%-555.8pp |
| Employer contribution / active EE | $560 | $6,275-91.1% | $5,444-89.7% | $4,876-88.5% |
| Participant deferral / active EE | $11,000 | $7,270+51.3% | $6,568+67.5% | $5,439+102.3% |
| Admin fee / account holder | $113 | $13,799-99.2% | $11,282-99.0% | $10,886-99.0% |