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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 | $449,817 | $93,617+380.5% | $135,982+230.8% | $75,177+498.3% |
| Participation rate | 51.9% | 75.2%-23.3pp | 81.9%-30.1pp | 67.2%-15.4pp |
| Annual return | 820.20% | 30.89%+789.3pp | 68.32%+751.9pp | 160.75%+659.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,394 | $6,406-15.8% | $7,760-30.5% | $4,126+30.7% |
| Admin fee / account holder | $174 | $6,980-97.5% | $10,767-98.4% | $5,651-96.9% |