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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 | $536,715 | $126,661+323.7% | $113,397+373.3% | $138,895+286.4% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.5%-51.5pp | 79.9%-54.9pp |
| Annual return | 20.67% | 25.05%-4.4pp | 23.20%-2.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $508 | $3,456-85.3% | $2,977-82.9% | $4,194-87.9% |
| Participant deferral / active EE | $7,750 | $5,693+36.1% | $5,076+52.7% | $6,396+21.2% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |