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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 | $593,932 | $138,078+330.1% | $125,363+373.8% | $134,509+341.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.84% | 750.49%-767.3pp | 572.15%-589.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $51 | $5,245-99.0% | $4,815-98.9% | $4,741-98.9% |
| Participant deferral / active EE | $7,350 | $7,800-5.8% | $7,447-1.3% | $6,400+14.8% |
| Admin fee / account holder | $228 | $11,566-98.0% | $10,005-97.7% | $11,427-98.0% |