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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 | $498,072 | $111,878+345.2% | $93,727+431.4% | $145,897+241.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 20.07% | 204.28%-184.2pp | 133.83%-113.8pp | 552.29%-532.2pp |
| Employer contribution / active EE | $333 | $3,092-89.2% | $2,421-86.2% | $4,663-92.9% |
| Participant deferral / active EE | $10,000 | $4,920+103.2% | $4,417+126.4% | $6,689+49.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |