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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 | $478,240 | $183,592+160.5% | $155,567+207.4% | $145,959+227.7% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 15.98% | 61.24%-45.3pp | 64.74%-48.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $477 | $5,315-91.0% | $4,674-89.8% | $4,661-89.8% |
| Participant deferral / active EE | $2,700 | $6,464-58.2% | $5,628-52.0% | $6,689-59.6% |
| Admin fee / account holder | $4 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |