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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 | $539,536 | $152,591+253.6% | $117,529+359.1% | $134,545+301.0% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -18.55% | 53.04%-71.6pp | 29.77%-48.3pp | 418.37%-436.9pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,011 | $4,821+169.9% | $4,072+219.5% | $6,401+103.3% |
| Admin fee / account holder | $60 | $7,004-99.1% | $5,645-98.9% | $11,431-99.5% |