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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 | $392,075 | $111,787+250.7% | $93,681+318.5% | $145,978+168.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 24.02% | 203.52%-179.5pp | 133.47%-109.5pp | 550.52%-526.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,100 | $4,918+207.0% | $4,415+242.0% | $6,690+125.7% |
| Admin fee / account holder | $45 | $10,256-99.6% | $8,290-99.5% | $13,400-99.7% |