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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 | $271,308 | $167,352+62.1% | $143,788+88.7% | $134,509+101.7% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -13.01% | 0.47%-13.5pp | -0.03%-13.0pp | 418.13%-431.1pp |
| Employer contribution / active EE | $480 | $5,620-91.5% | $4,952-90.3% | $4,741-89.9% |
| Participant deferral / active EE | $2,600 | $6,447-59.7% | $5,638-53.9% | $6,400-59.4% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |