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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 | $515,728 | $136,860+276.8% | $120,344+328.5% | $154,746+233.3% |
| Participation rate | 63.6% | 79.9%-16.3pp | 76.7%-13.1pp | 80.7%-17.1pp |
| Annual return | 16.92% | 21.38%-4.5pp | 20.30%-3.4pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,068 | $5,793+160.1% | $5,135+193.4% | $6,730+123.9% |
| Admin fee / account holder | $28 | $15,393-99.8% | $12,742-99.8% | $14,365-99.8% |