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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 | $292,305 | $72,272+304.5% | $101,264+188.7% | $79,858+266.0% |
| Participation rate | 61.5% | 68.5%-6.9pp | 75.8%-14.3pp | 69.6%-8.1pp |
| Annual return | 14.46% | 22.30%-7.8pp | 46.48%-32.0pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,489 | $3,282-54.6% | $4,370-65.9% | $3,740-60.2% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,947-100.0% | $5,306-100.0% |