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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 | $358,624 | $112,121+219.9% | $95,960+273.7% | $158,966+125.6% |
| Participation rate | 11.8% | 79.0%-67.2pp | 77.1%-65.3pp | 82.0%-70.2pp |
| Annual return | 39.73% | 171.16%-131.4pp | 91.63%-51.9pp | 302.95%-263.2pp |
| Employer contribution / active EE | $158 | $3,199-95.1% | $2,541-93.8% | $4,762-96.7% |
| Participant deferral / active EE | $1,529 | $4,784-68.0% | $4,167-63.3% | $5,983-74.4% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |